Private Wealth Management Group’s Evergy EVRG Stock Holding History

Private Wealth Management 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 Q3	$20.4K	Hold	260	–	–	﹤0.01%	417
2026 Q2	$22.5K	Hold	260	–	–	0.01%	361
2026 Q1	$21.3K	Hold	260	–	–	0.01%	322
2025 Q4	$18.8K	Hold	260	–	–	0.01%	342
2025 Q3	$19.8K	Hold	260	–	–	0.01%	334
2025 Q2	$17.9K	Hold	260	–	–	0.01%	334
2025 Q1	$17.9K	Hold	260	–	–	0.01%	322
2024 Q4	$16K	Hold	260	–	–	0.01%	363
2024 Q3	$16.1K	Hold	260	–	–	0.01%	338
2024 Q2	$13.8K	Buy	260 +141	+118%	+$7.5K	0.01%	366
2024 Q1	$6.35K	Hold	119	–	–	﹤0.01%	549
2023 Q4	$6.21K	Buy	+119	New	+$5.99K	﹤0.01%	557

Other funds holding EVRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Wealth Management Group's EVRG Position: Q3 2026 in Review

Private Wealth Management Group held its Evergy (EVRG) position steady in Q3 2026 at 260 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Private Wealth Management Group first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.5K in Q2 2026. 604 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Private Wealth Management Group held 260 shares of Evergy worth $20.4K as of Q3 2026.
Private Wealth Management Group left its Evergy share count unchanged in Q3 2026.
Evergy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #417 holding.
Private Wealth Management Group first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Evergy position peaked at $22.5K in Q2 2026.
604 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.