Sound Stewardship’s Evergy EVRG Stock Holding History

Sound Stewardship’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	$366K	Hold	4,232	–	–	0.15%	52
2026 Q1	$347K	Hold	4,232	–	–	0.16%	50
2025 Q4	$307K	Hold	4,232	–	–	0.15%	53
2025 Q3	$322K	Hold	4,232	–	–	0.15%	53
2025 Q2	$292K	Hold	4,232	–	–	0.15%	54
2025 Q1	$292K	Hold	4,232	–	–	0.17%	51
2024 Q4	$260K	Hold	4,232	–	–	0.15%	54
2024 Q3	$262K	Buy	4,232 +6	+0.1%	+$349	0.15%	51
2024 Q2	$224K	Hold	4,226	–	–	0.14%	54
2024 Q1	$226K	Hold	4,226	–	–	0.14%	57
2023 Q4	$221K	Hold	4,226	–	–	0.15%	63
2023 Q3	$214K	Hold	4,226	–	–	0.14%	65
2023 Q2	$247K	Hold	4,226	–	–	0.16%	59
2023 Q1	$258K	Hold	4,226	–	–	0.17%	57
2022 Q4	$266K	Buy	+4,226	New	+$254K	0.2%	54

Other funds holding EVRG

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return