Roxbury Financial
EVRG icon

Roxbury Financial’s Evergy EVRG Stock Holding History

Roxbury 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 		$31.6K Buy
402
+3
+0.8% +$249 0.02% 250
2026
Q2 		$34.5K Buy
399
+3
+0.8% +$248 0.03% 228
2026
Q1 		$32.4K Buy
396
+4
+1% +$316 0.03% 219
2025
Q4 		$28.4K Buy
392
+3
+0.8% +$228 0.03% 229
2025
Q3 		$29.5K Buy
389
+4
+1% +$285 0.03% 220
2025
Q2 		$26.5K Buy
385
+7
+2% +$470 0.03% 223
2025
Q1 		$26K Buy
378
+5
+1% +$327 0.03% 222
2024
Q4 		$24.1K Buy
+373
New +$23.1K 0.02% 231

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

Roxbury Financial's EVRG Position: Q3 2026 in Review

Roxbury Financial increased its Evergy (EVRG) stake by 0.75% in Q3 2026, buying an estimated $249 and bringing the position to 402 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #250.

Roxbury Financial first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $34.5K in Q2 2026. 530 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Roxbury Financial held 402 shares of Evergy worth $31.6K as of Q3 2026.
  • Roxbury Financial bought 3 Evergy shares in Q3 2026, an estimated $249.
  • Evergy made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #250 holding.
  • Roxbury Financial first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Evergy position peaked at $34.5K in Q2 2026.
  • 530 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.