Retirement Wealth Solutions
EVRG icon

Retirement Wealth Solutions’s Evergy EVRG Stock Holding History

Retirement Wealth Solutions’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 		$109K Sell
1,395
-18
-1% -$1.49K 0.06% 73
2026
Q2 		$122K Buy
1,413
+1,358
+2,469% +$112K 0.07% 66
2026
Q1 		$4.52K Buy
55
+22
+67% +$1.74K ﹤0.01% 339
2025
Q4 		$2.4K Sell
33
-40
-55% -$3.04K ﹤0.01% 424
2025
Q3 		$5.58K Buy
73
+72
+7,200% +$5.13K ﹤0.01% 289
2025
Q2 		$69 Hold
1
– – ﹤0.01% 421
2025
Q1 		$69 Hold
1
– – ﹤0.01% 409
2024
Q4 		$60 Buy
+1
New +$62 ﹤0.01% 417

Other funds holding EVRG

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Retirement Wealth Solutions's EVRG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Evergy (EVRG) stake by 1.3% in Q3 2026, selling an estimated $1.49K and leaving 1,395 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #73.

Retirement Wealth Solutions first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $122K in Q2 2026. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Retirement Wealth Solutions held 1,395 shares of Evergy worth $109K as of Q3 2026.
  • Retirement Wealth Solutions sold 18 Evergy shares in Q3 2026, an estimated $1.49K.
  • Evergy made up 0.06% of Retirement Wealth Solutions's portfolio in Q3 2026, its #73 holding.
  • Retirement Wealth Solutions first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Evergy position peaked at $122K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.