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Northstar Advisory Group’s Evergy EVRG Stock Holding History

Northstar Advisory Group’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 		$237K Hold
2,742
– – 0.07% 111
2026
Q1 		$225K Buy
+2,742
New +$217K 0.08% 110
2025
Q4 		– Sell
-2,742
Closed -$208K – 119
2025
Q3 		$208K Buy
+2,742
New +$195K 0.09% 107

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's EVRG Position: Q2 2026 in Review

Northstar Advisory Group held its Evergy (EVRG) position steady in Q2 2026 at 2,742 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #111.

Northstar Advisory Group first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Northstar Advisory Group held 2,742 shares of Evergy worth $237K as of Q2 2026.
  • Northstar Advisory Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.07% of Northstar Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Northstar Advisory Group first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.