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Root Financial Partners’s Evergy EVRG Stock Holding History

Root Financial Partners’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 		– Sell
-1,004
Closed -$82.2K – 1292
2026
Q1 		$82.2K Buy
1,004
+373
+59% +$29.5K ﹤0.01% 645
2025
Q4 		$45.7K Buy
631
+55
+10% +$4.17K ﹤0.01% 752
2025
Q3 		$43.8K Buy
+576
New +$41.1K ﹤0.01% 716

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's EVRG Position: Q2 2026 in Review

Root Financial Partners sold out of Evergy (EVRG) in Q2 2026, closing a stake of 1,004 shares — an estimated $82.2K sold.

Root Financial Partners first reported a position in EVRG in Q3 2025 and held it in 3 quarters. The position peaked at $82.2K in Q1 2026. 321 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Root Financial Partners reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,004 Evergy shares in Q2 2026, an estimated $82.2K.
  • Root Financial Partners first reported a position in Evergy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Evergy position peaked at $82.2K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.