Retirement Planning Group (Kansas)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.94M | Buy |
23,659
+137
| +0.6% | +$10.8K | 0.06% | 136 |
|
|
2025
Q4 | $1.71M | Buy |
23,522
+668
| +3% | +$50.7K | 0.06% | 134 |
|
|
2025
Q3 | $1.74M | Buy |
22,854
+525
| +2% | +$37.4K | 0.06% | 127 |
|
|
2025
Q2 | $1.54M | Buy |
22,329
+1,278
| +6% | +$85.9K | 0.07% | 106 |
|
|
2025
Q1 | $1.45M | Sell |
21,051
-3,321
| -14% | -$217K | 0.07% | 101 |
|
|
2024
Q4 | $1.5M | Buy |
24,372
+210
| +0.9% | +$13K | 0.08% | 99 |
|
|
2024
Q3 | $1.5M | Sell |
24,162
-184
| -0.8% | -$10.7K | 0.08% | 102 |
|
|
2024
Q2 | $1.29M | Buy |
24,346
+2,599
| +12% | +$138K | 0.08% | 91 |
|
|
2024
Q1 | $1.16M | Sell |
21,747
-289
| -1% | -$14.8K | 0.09% | 87 |
|
|
2023
Q4 | $1.15M | Sell |
22,036
-196
| -0.9% | -$9.87K | 0.1% | 70 |
|
|
2023
Q3 | $1.13M | Buy |
22,232
+98
| +0.4% | +$5.56K | 0.12% | 56 |
|
|
2023
Q2 | $1.29M | Buy |
22,134
+79
| +0.4% | +$4.77K | 0.13% | 51 |
|
|
2023
Q1 | $1.35M | Buy |
22,055
+439
| +2% | +$26.7K | 0.14% | 51 |
|
|
2022
Q4 | $1.36M | Buy |
21,616
+403
| +2% | +$24.2K | 0.16% | 52 |
|
|
2022
Q3 | $1.26M | Buy |
21,213
+141
| +0.7% | +$9.49K | 0.16% | 48 |
|
|
2022
Q2 | $1.38M | Buy |
21,072
+213
| +1% | +$14.4K | 0.17% | 39 |
|
|
2022
Q1 | $1.43M | Buy |
20,859
+55
| +0.3% | +$3.55K | 0.16% | 41 |
|
|
2021
Q4 | $1.43M | Buy |
20,804
+1,860
| +10% | +$121K | 0.14% | 36 |
|
|
2021
Q3 | $1.18M | Buy |
18,944
+934
| +5% | +$61.2K | 0.13% | 33 |
|
|
2021
Q2 | $1.09M | Buy |
18,010
+136
| +0.8% | +$8.51K | 0.12% | 39 |
|
|
2021
Q1 | $1.06M | Buy |
17,874
+146
| +0.8% | +$8.08K | 0.15% | 29 |
|
|
2020
Q4 | $984K | Buy |
17,728
+160
| +0.9% | +$8.78K | 0.14% | 31 |
|
|
2020
Q3 | $893K | Buy |
17,568
+156
| +0.9% | +$8.72K | 0.15% | 31 |
|
|
2020
Q2 | $1.03M | Buy |
17,412
+131
| +0.8% | +$7.76K | 0.19% | 30 |
|
|
2020
Q1 | $951K | Sell |
17,281
-368
| -2% | -$24.2K | 0.23% | 23 |
|
|
2019
Q4 | $1.15M | Buy |
17,649
+153
| +0.9% | +$9.76K | 0.23% | 31 |
|
|
2019
Q3 | $1.17M | Buy |
17,496
+92
| +0.5% | +$5.82K | 0.25% | 30 |
|
|
2019
Q2 | $1.05M | Buy |
17,404
+576
| +3% | +$33.7K | 0.24% | 28 |
|
|
2019
Q1 | $977K | Buy |
16,828
+69
| +0.4% | +$3.93K | 0.24% | 30 |
|
|
2018
Q4 | $951K | Sell |
16,759
-65
| -0.4% | -$3.75K | 0.25% | 31 |
|
|
2018
Q3 | $924K | Sell |
16,824
-2,117
| -11% | -$120K | 0.24% | 26 |
|
|
2018
Q2 | $1.06M | Buy |
+18,941
| New | +$1.01M | 0.29% | 24 |
|
Other funds holding EVRG
VCM
VPM
Retirement Planning Group (Kansas)'s EVRG Position: Q1 2026 in Review
Retirement Planning Group (Kansas) increased its Evergy (EVRG) stake by 0.58% in Q1 2026, buying an estimated $10.8K and bringing the position to 23,659 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #136.
Retirement Planning Group (Kansas) first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.
- Retirement Planning Group (Kansas) held 23,659 shares of Evergy worth $1.94M as of Q1 2026.
- Retirement Planning Group (Kansas) bought 137 Evergy shares in Q1 2026, an estimated $10.8K.
- Evergy made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #136 holding.
- Retirement Planning Group (Kansas) first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.
Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.