RIA Advisory Group
EVRG icon

RIA Advisory Group’s Evergy EVRG Stock Holding History

RIA Advisory 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 		$1.25M Buy
15,941
+206
+1% +$17.1K 0.35% 44
2026
Q2 		$1.36M Buy
15,735
+1,036
+7% +$85.8K 0.3% 55
2026
Q1 		$1.2M Buy
14,699
+1,362
+10% +$108K 0.29% 55
2025
Q4 		$967K Buy
+13,337
New +$1.01M 0.23% 70
2025
Q2 		– Sell
-10,170
Closed -$701K – 139
2025
Q1 		$701K Buy
+10,170
New +$666K 0.23% 73

Other funds holding EVRG

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

RIA Advisory Group's EVRG Position: Q3 2026 in Review

RIA Advisory Group increased its Evergy (EVRG) stake by 1.3% in Q3 2026, buying an estimated $17.1K and bringing the position to 15,941 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #44.

RIA Advisory Group first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q2 2026. 208 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • RIA Advisory Group held 15,941 shares of Evergy worth $1.25M as of Q3 2026.
  • RIA Advisory Group bought 206 Evergy shares in Q3 2026, an estimated $17.1K.
  • Evergy made up 0.35% of RIA Advisory Group's portfolio in Q3 2026, its #44 holding.
  • RIA Advisory Group first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • RIA Advisory Group's Evergy position peaked at $1.36M in Q2 2026.
  • 208 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.