Oak Thistle LLC’s Evergy EVRG Stock Holding History

Oak Thistle 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 Q3	–	Sell	-19,158	Closed	-$1.66M	–	536
2026 Q2	$1.66M	Sell	19,158 -24,232	-56%	-$2.01M	0.16%	240
2026 Q1	$3.55M	Sell	43,390 -2,800	-6%	-$221K	0.35%	85
2025 Q4	$3.35M	Buy	46,190 +37,293	+419%	+$2.83M	0.47%	20
2025 Q3	$676K	Buy	+8,897	New	+$634K	0.1%	330
2024 Q1	–	Sell	-10,421	Closed	-$544K	–	370
2023 Q4	$544K	Sell	10,421 -31,850	-75%	-$1.6M	0.16%	267
2023 Q3	$2.14M	Buy	42,271 +30,728	+266%	+$1.74M	0.63%	6
2023 Q2	$674K	Buy	11,543 +6,064	+111%	+$366K	0.36%	100
2023 Q1	$335K	Buy	+5,479	New	+$333K	0.2%	235
2022 Q3	–	Sell	-4,762	Closed	-$311K	–	152
2022 Q2	$311K	Buy	+4,762	New	+$323K	0.6%	64
2022 Q1	–	Sell	-7,752	Closed	-$531K	–	426
2021 Q4	$531K	Buy	+7,752	New	+$504K	0.41%	82

Other funds holding EVRG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Oak Thistle LLC's EVRG Position: Q3 2026 in Review

Oak Thistle LLC sold out of Evergy (EVRG) in Q3 2026, closing a stake of 19,158 shares — an estimated $1.66M sold.

Oak Thistle LLC first reported a position in EVRG in Q4 2021 and held it in 10 quarters. The position peaked at $3.55M in Q1 2026. 157 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Oak Thistle LLC reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
Oak Thistle LLC sold 19,158 Evergy shares in Q3 2026, an estimated $1.66M.
Oak Thistle LLC first reported a position in Evergy in Q4 2021 and held it in 10 quarters.
Oak Thistle LLC's Evergy position peaked at $3.55M in Q1 2026.
157 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.