Northland Securities
EVRG icon

Northland Securities’s Evergy EVRG Stock Holding History

Northland Securities’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
Q3 		$304K Hold
3,873
– – 0.18% 78
2026
Q2 		$335K Hold
3,873
– – 0.2% 74
2026
Q1 		$317K Hold
3,873
– – 0.3% 71
2025
Q4 		$281K Buy
+3,873
New +$294K 0.27% 79

Other funds holding EVRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northland Securities's EVRG Position: Q3 2026 in Review

Northland Securities held its Evergy (EVRG) position steady in Q3 2026 at 3,873 shares worth $304K. The position accounts for 0.18% of the portfolio, ranked #78.

Northland Securities first reported a position in EVRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $335K in Q2 2026. 642 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Northland Securities held 3,873 shares of Evergy worth $304K as of Q3 2026.
  • Northland Securities left its Evergy share count unchanged in Q3 2026.
  • Evergy made up 0.18% of Northland Securities's portfolio in Q3 2026, its #78 holding.
  • Northland Securities first reported a position in Evergy in Q4 2025 and has held it in 4 quarters since.
  • Northland Securities's Evergy position peaked at $335K in Q2 2026.
  • 642 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.