Spire Wealth Management
EVRG icon

Spire Wealth Management’s Evergy EVRG Stock Holding History

Spire Wealth Management’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 		$71.1K Buy
907
+201
+28% +$16.7K ﹤0.01% 1033
2026
Q2 		$61K Sell
706
-90
-11% -$7.45K ﹤0.01% 1120
2026
Q1 		$65.2K Sell
796
-444
-36% -$35.1K ﹤0.01% 1097
2025
Q4 		$89.9K Sell
1,240
-6
-0.5% -$455 ﹤0.01% 1014
2025
Q3 		$94.7K Buy
1,246
+337
+37% +$24K ﹤0.01% 1004
2025
Q2 		$62.7K Sell
909
-101
-10% -$6.79K ﹤0.01% 1124
2025
Q1 		$69.6K Sell
1,010
-63
-6% -$4.12K ﹤0.01% 1172
2024
Q4 		$66K Buy
1,073
+101
+10% +$6.25K ﹤0.01% 1175
2024
Q3 		$60.3K Sell
972
-46
-5% -$2.68K ﹤0.01% 1074
2024
Q2 		$53.9K Buy
1,018
+191
+23% +$10.2K ﹤0.01% 1092
2024
Q1 		$44.1K Sell
827
-254
-23% -$13K ﹤0.01% 1262
2023
Q4 		$54.5K Buy
1,081
+229
+27% +$11.5K ﹤0.01% 1178
2023
Q3 		$43.2K Buy
852
+44
+5% +$2.5K ﹤0.01% 1214
2023
Q2 		$47.2K Buy
808
+82
+11% +$4.95K ﹤0.01% 1221
2023
Q1 		$44.4K Buy
726
+252
+53% +$15.3K ﹤0.01% 1247
2022
Q4 		$30K Buy
474
+7
+1% +$420 ﹤0.01% 1192
2022
Q3 		$28K Sell
467
-4,244
-90% -$286K ﹤0.01% 1179
2022
Q2 		$307K Buy
4,711
+3,719
+375% +$252K 0.01% 626
2022
Q1 		$68K Sell
992
-3,528
-78% -$228K ﹤0.01% 1326
2021
Q4 		$310K Buy
4,520
+3,468
+330% +$225K 0.01% 890
2021
Q3 		$65K Sell
1,052
-432
-29% -$28.3K ﹤0.01% 1367
2021
Q2 		$90K Sell
1,484
-13,019
-90% -$814K ﹤0.01% 1214
2021
Q1 		$860K Buy
+14,503
New +$803K 0.02% 496

Other funds holding EVRG

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Spire Wealth Management's EVRG Position: Q3 2026 in Review

Spire Wealth Management increased its Evergy (EVRG) stake by 28% in Q3 2026, buying an estimated $16.7K and bringing the position to 907 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Spire Wealth Management first reported a position in EVRG in Q1 2021 and has held it in 23 quarters since. The position peaked at $860K in Q1 2021. 509 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Spire Wealth Management held 907 shares of Evergy worth $71.1K as of Q3 2026.
  • Spire Wealth Management bought 201 Evergy shares in Q3 2026, an estimated $16.7K.
  • Evergy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1033 holding.
  • Spire Wealth Management first reported a position in Evergy in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Evergy position peaked at $860K in Q1 2021.
  • 509 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.