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Schaper Benz & Wise Investment Counsel’s Evergy EVRG Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$12.1M Buy
139,420
+1,996
+1% +$165K 0.81% 48
2026
Q1 		$11.3M Sell
137,424
-802
-0.6% -$63.4K 0.86% 44
2025
Q4 		$10M Buy
138,226
+1,333
+1% +$101K 0.72% 51
2025
Q3 		$10.4M Sell
136,893
-1,345
-1% -$95.9K 0.77% 50
2025
Q2 		$9.53M Buy
138,238
+1,156
+0.8% +$77.7K 0.73% 52
2025
Q1 		$9.45M Buy
137,082
+33
+0% +$2.16K 0.77% 50
2024
Q4 		$8.44M Sell
137,049
-2,540
-2% -$157K 0.68% 55
2024
Q3 		$8.66M Sell
139,589
-1,269
-0.9% -$73.8K 0.69% 53
2024
Q2 		$7.46M Sell
140,858
-292
-0.2% -$15.5K 0.65% 55
2024
Q1 		$7.53M Buy
141,150
+11,434
+9% +$584K 0.63% 57
2023
Q4 		$6.77M Buy
129,716
+18,562
+17% +$934K 0.61% 58
2023
Q3 		$5.64M Buy
111,154
+14,840
+15% +$843K 0.56% 60
2023
Q2 		$5.63M Buy
96,314
+817
+0.9% +$49.3K 0.54% 60
2023
Q1 		$5.84M Buy
95,497
+3,790
+4% +$231K 0.59% 57
2022
Q4 		$5.77M Buy
91,707
+14,250
+18% +$856K 0.61% 57
2022
Q3 		$4.6M Sell
77,457
-10
-0% -$673 0.53% 57
2022
Q2 		$5.05M Buy
77,467
+7,628
+11% +$517K 0.52% 60
2022
Q1 		$4.77M Buy
69,839
+3,954
+6% +$255K 0.41% 65
2021
Q4 		$4.52M Buy
65,885
+2,785
+4% +$181K 0.36% 70
2021
Q3 		$3.92M Buy
63,100
+375
+0.6% +$24.6K 0.35% 70
2021
Q2 		$3.79M Buy
62,725
+1,005
+2% +$62.9K 0.34% 69
2021
Q1 		$3.67M Buy
61,720
+20,425
+49% +$1.13M 0.36% 67
2020
Q4 		$2.29M Buy
41,295
+21,585
+110% +$1.18M 0.24% 74
2020
Q3 		$1M Buy
19,710
+925
+5% +$51.7K 0.12% 84
2020
Q2 		$1.11M Sell
18,785
-30
-0.2% -$1.78K 0.14% 81
2020
Q1 		$1.04M Buy
18,815
+1,840
+11% +$121K 0.15% 77
2019
Q4 		$1.1M Sell
16,975
-4,005
-19% -$255K 0.13% 78
2019
Q3 		$1.4M Sell
20,980
-250
-1% -$15.8K 0.17% 76
2019
Q2 		$1.28M Hold
21,230
– – 0.16% 75
2019
Q1 		$1.23M Sell
21,230
-310
-1% -$17.6K 0.16% 76
2018
Q4 		$1.22M Sell
21,540
-8,021
-27% -$463K 0.18% 74
2018
Q3 		$1.62M Sell
29,561
-2,200
-7% -$124K 0.22% 73
2018
Q2 		$1.78M Buy
+31,761
New +$1.7M 0.26% 70

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Schaper Benz & Wise Investment Counsel's EVRG Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Evergy (EVRG) stake by 1.5% in Q2 2026, buying an estimated $165K and bringing the position to 139,420 shares worth $12.1M. The position accounts for 0.81% of the portfolio, ranked #48.

Schaper Benz & Wise Investment Counsel first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. 360 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 139,420 shares of Evergy worth $12.1M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 1,996 Evergy shares in Q2 2026, an estimated $165K.
  • Evergy made up 0.81% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #48 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • 360 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.