Salomon & Ludwin
EVRG icon

Salomon & Ludwin’s Evergy EVRG Stock Holding History

Salomon & Ludwin’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 		$4.47K Hold
57
– – ﹤0.01% 1508
2026
Q2 		$4.91K Hold
57
– – ﹤0.01% 1832
2026
Q1 		$4.72K Hold
57
– – ﹤0.01% 1776
2025
Q4 		$4.12K Hold
57
– – ﹤0.01% 1848
2025
Q3 		$4.37K Buy
+57
New +$4.06K ﹤0.01% 1771
2024
Q2 		– Sell
-39
Closed -$2.08K – 755
2024
Q1 		$2.08K Hold
39
– – ﹤0.01% 720
2023
Q4 		$1.98K Hold
39
– – ﹤0.01% 655
2023
Q3 		$1.98K Buy
+39
New +$2.21K ﹤0.01% 653

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

Salomon & Ludwin's EVRG Position: Q3 2026 in Review

Salomon & Ludwin held its Evergy (EVRG) position steady in Q3 2026 at 57 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Salomon & Ludwin first reported a position in EVRG in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.91K in Q2 2026. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Salomon & Ludwin held 57 shares of Evergy worth $4.47K as of Q3 2026.
  • Salomon & Ludwin left its Evergy share count unchanged in Q3 2026.
  • Evergy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1508 holding.
  • Salomon & Ludwin first reported a position in Evergy in Q3 2023 and has held it in 8 quarters since.
  • Salomon & Ludwin's Evergy position peaked at $4.91K in Q2 2026.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.