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Raleigh Capital Management’s Evergy EVRG Stock Holding History

Raleigh Capital Management’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 		$13.4K Buy
155
+1
+0.6% +$83 ﹤0.01% 366
2026
Q1 		$12.6K Buy
154
+1
+0.7% +$79 ﹤0.01% 377
2025
Q4 		$11.1K Sell
153
-25
-14% -$1.9K ﹤0.01% 387
2025
Q3 		$13.5K Buy
178
+2
+1% +$143 0.01% 348
2025
Q2 		$12.2K Buy
176
+1
+0.6% +$67 0.01% 361
2025
Q1 		$12K Sell
175
-174
-50% -$11.4K 0.01% 352
2024
Q4 		$21.5K Buy
349
+178
+104% +$11K 0.01% 442
2024
Q3 		$10.6K Sell
171
-54
-24% -$3.14K ﹤0.01% 579
2024
Q2 		$11.9K Sell
225
-23
-9% -$1.22K 0.01% 536
2024
Q1 		$13.2K Sell
248
-5,025
-95% -$257K 0.01% 501
2023
Q4 		$275K Sell
5,273
-258
-5% -$13K 0.13% 160
2023
Q3 		$280K Buy
5,531
+211
+4% +$12K 0.14% 139
2023
Q2 		$311K Sell
5,320
-155
-3% -$9.36K 0.16% 139
2023
Q1 		$335K Buy
5,475
+188
+4% +$11.4K 0.17% 135
2022
Q4 		$333K Buy
5,287
+168
+3% +$10.1K 0.17% 129
2022
Q3 		$304K Buy
5,119
+322
+7% +$21.7K 0.18% 129
2022
Q2 		$313K Buy
4,797
+313
+7% +$21.2K 0.18% 133
2022
Q1 		$307K Buy
4,484
+749
+20% +$48.3K 0.17% 141
2021
Q4 		$256K Buy
+3,735
New +$243K 0.26% 87

Other funds holding EVRG

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Raleigh Capital Management's EVRG Position: Q2 2026 in Review

Raleigh Capital Management increased its Evergy (EVRG) stake by 0.65% in Q2 2026, buying an estimated $83 and bringing the position to 155 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Raleigh Capital Management first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $335K in Q1 2023. 173 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Raleigh Capital Management held 155 shares of Evergy worth $13.4K as of Q2 2026.
  • Raleigh Capital Management bought 1 Evergy share in Q2 2026, an estimated $83.
  • Evergy made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #366 holding.
  • Raleigh Capital Management first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Evergy position peaked at $335K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.