Root Financial Partners
EVRG icon

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
Q3 		$63.2K Buy
+806
New +$66.8K ﹤0.01% 962
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

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 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Root Financial Partners's EVRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Evergy (EVRG) in Q3 2026: 806 shares worth $63.2K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVRG as recently as Q1 2026.

Root Financial Partners first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $82.2K in Q1 2026. 505 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Root Financial Partners held 806 shares of Evergy worth $63.2K as of Q3 2026.
  • Evergy was a new Root Financial Partners position in Q3 2026.
  • Evergy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #962 holding.
  • Root Financial Partners first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Evergy position peaked at $82.2K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.