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NorthAvenue LLC’s Evergy EVRG Stock Holding History

NorthAvenue LLC’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519 Hold
6
– – ﹤0.01% 267
2026
Q1 		$492 Hold
6
– – ﹤0.01% 235
2025
Q4 		$435 Buy
+6
New +$455 ﹤0.01% 283

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

NorthAvenue LLC's EVRG Position: Q2 2026 in Review

NorthAvenue LLC held its Evergy (EVRG) position steady in Q2 2026 at 6 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #267.

NorthAvenue LLC first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • NorthAvenue LLC held 6 shares of Evergy worth $519 as of Q2 2026.
  • NorthAvenue LLC left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #267 holding.
  • NorthAvenue LLC first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.