Rossby Financial
EVRG icon

Rossby Financial’s Evergy EVRG Stock Holding History

Rossby Financial’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 		$21.3K Buy
271
+25
+10% +$2.07K ﹤0.01% 1230
2026
Q2 		$21.3K Sell
246
-22
-8% -$1.82K ﹤0.01% 945
2026
Q1 		$22.1K Buy
268
+54
+25% +$4.27K ﹤0.01% 978
2025
Q4 		$15.5K Buy
214
+14
+7% +$1.06K ﹤0.01% 795
2025
Q3 		$15.2K Hold
200
– – 0.01% 763
2025
Q2 		$13.8K Hold
200
– – 0.01% 722
2025
Q1 		$13.6K Buy
+200
New +$13.1K 0.01% 674

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Rossby Financial's EVRG Position: Q3 2026 in Review

Rossby Financial increased its Evergy (EVRG) stake by 10% in Q3 2026, buying an estimated $2.07K and bringing the position to 271 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Rossby Financial first reported a position in EVRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.1K in Q1 2026. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Rossby Financial held 271 shares of Evergy worth $21.3K as of Q3 2026.
  • Rossby Financial bought 25 Evergy shares in Q3 2026, an estimated $2.07K.
  • Evergy made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1230 holding.
  • Rossby Financial first reported a position in Evergy in Q1 2025 and has held it in 7 quarters since.
  • Rossby Financial's Evergy position peaked at $22.1K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.