Prudent Man Advisors
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Prudent Man Advisors’s Evergy EVRG Stock Holding History

Prudent Man 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
Q3 		$1.37M Sell
17,434
-285
-2% -$23.6K 0.32% 74
2026
Q2 		$1.53M Buy
17,719
+1,227
+7% +$102K 0.35% 70
2026
Q1 		$1.35M Buy
16,492
+6,074
+58% +$480K 0.4% 59
2025
Q4 		$755K Sell
10,418
-14
-0.1% -$1.06K 0.27% 77
2025
Q3 		$793K Sell
10,432
-1,214
-10% -$86.5K 0.29% 69
2025
Q2 		$803K Buy
11,646
+2,592
+29% +$174K 0.25% 91
2025
Q1 		$624K Buy
+9,054
New +$593K 0.23% 105

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Prudent Man Advisors's EVRG Position: Q3 2026 in Review

Prudent Man Advisors reduced its Evergy (EVRG) stake by 1.6% in Q3 2026, selling an estimated $23.6K and leaving 17,434 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #74.

Prudent Man Advisors first reported a position in EVRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2026. 530 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Prudent Man Advisors held 17,434 shares of Evergy worth $1.37M as of Q3 2026.
  • Prudent Man Advisors sold 285 Evergy shares in Q3 2026, an estimated $23.6K.
  • Evergy made up 0.32% of Prudent Man Advisors's portfolio in Q3 2026, its #74 holding.
  • Prudent Man Advisors first reported a position in Evergy in Q1 2025 and has held it in 7 quarters since.
  • Prudent Man Advisors's Evergy position peaked at $1.53M in Q2 2026.
  • 530 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.