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 Q3	$332K	Hold	4,232	–	–	0.13%	57
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Sound Stewardship's EVRG Position: Q3 2026 in Review

Sound Stewardship held its Evergy (EVRG) position steady in Q3 2026 at 4,232 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #57.

Sound Stewardship first reported a position in EVRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $366K in Q2 2026. 76 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Sound Stewardship held 4,232 shares of Evergy worth $332K as of Q3 2026.
Sound Stewardship left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.13% of Sound Stewardship's portfolio in Q3 2026, its #57 holding.
Sound Stewardship first reported a position in Evergy in Q4 2022 and has held it in 16 quarters since.
Sound Stewardship's Evergy position peaked at $366K in Q2 2026.
76 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.