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Physician Wealth Advisors’s Evergy EVRG Stock Holding History

Physician Wealth Advisors’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 		$19.4K Buy
224
+16
+8% +$1.32K ﹤0.01% 675
2026
Q1 		$17K Buy
208
+54
+35% +$4.27K ﹤0.01% 663
2025
Q4 		$11.2K Buy
154
+7
+5% +$531 ﹤0.01% 739
2025
Q3 		$11.2K Buy
147
+58
+65% +$4.13K ﹤0.01% 729
2025
Q2 		$6.13K Buy
89
+74
+493% +$4.97K ﹤0.01% 757
2025
Q1 		$1.03K Sell
15
-497
-97% -$32.5K ﹤0.01% 1028
2024
Q4 		$31.5K Buy
+512
New +$31.7K 0.01% 413

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's EVRG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Evergy (EVRG) stake by 7.7% in Q2 2026, buying an estimated $1.32K and bringing the position to 224 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Physician Wealth Advisors first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.5K in Q4 2024. 386 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Physician Wealth Advisors held 224 shares of Evergy worth $19.4K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Evergy shares in Q2 2026, an estimated $1.32K.
  • Evergy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • Physician Wealth Advisors first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Evergy position peaked at $31.5K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.