SRH Advisors’s Evergy EVRG Stock Holding History

SRH Advisors’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	$94.1K	Buy	1,199 +3	+0.3%	+$249	0.02%	109
2026 Q2	$103K	Buy	1,196 +4	+0.3%	+$331	0.03%	106
2026 Q1	$97.7K	Buy	1,192 +3	+0.3%	+$237	0.03%	102
2025 Q4	$86.2K	Buy	1,189 +392	+49%	+$29.7K	0.02%	108
2025 Q3	$60.6K	Hold	797	–	–	0.02%	125
2025 Q2	$54.9K	Hold	797	–	–	0.02%	128
2025 Q1	$55K	Sell	797 -45	-5%	-$2.94K	0.02%	121
2024 Q4	$51.8K	Hold	842	–	–	0.02%	125
2024 Q3	$52.2K	Hold	842	–	–	0.02%	124
2024 Q2	$44.6K	Sell	842 -44	-5%	-$2.34K	0.01%	123
2024 Q1	$47.3K	Hold	886	–	–	0.02%	128
2023 Q4	$46.2K	Hold	886	–	–	0.02%	127
2023 Q3	$44.9K	Hold	886	–	–	0.02%	120
2023 Q2	$54.2K	Hold	886	–	–	0.03%	112
2023 Q1	$54K	Hold	886	–	–	0.03%	112
2022 Q4	$56K	Sell	886 -199	-18%	-$12K	0.03%	108
2022 Q3	$64K	Hold	1,085	–	–	0.08%	104
2022 Q2	$71K	Hold	1,085	–	–	0.09%	100
2022 Q1	$74K	Hold	1,085	–	–	0.08%	105
2021 Q4	$74K	Hold	1,085	–	–	0.08%	108
2021 Q3	$67K	Sell	1,085 -199	-15%	-$13K	0.08%	108
2021 Q2	$78K	Hold	1,284	–	–	0.1%	94
2021 Q1	$76K	Hold	1,284	–	–	0.11%	83
2020 Q4	$71K	Hold	1,284	–	–	0.12%	85
2020 Q3	$65K	Hold	1,284	–	–	0.13%	87
2020 Q2	$76K	Sell	1,284 -89	-6%	-$5.27K	0.19%	63
2020 Q1	$76K	Hold	1,373	–	–	0.21%	62
2019 Q4	$89K	Hold	1,373	–	–	0.29%	60
2019 Q3	$91K	Sell	1,373 -1,285	-48%	-$81.3K	0.31%	58
2019 Q2	$160K	Hold	2,658	–	–	0.55%	42
2019 Q1	$154K	Hold	2,658	–	–	0.55%	44
2018 Q4	$151K	Hold	2,658	–	–	0.58%	40
2018 Q3	$146K	Hold	2,658	–	–	0.5%	45
2018 Q2	$149K	Buy	+2,658	New	+$142K	0.56%	44

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

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

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SRH Advisors's EVRG Position: Q3 2026 in Review

SRH Advisors increased its Evergy (EVRG) stake by 0.25% in Q3 2026, buying an estimated $249 and bringing the position to 1,199 shares worth $94.1K. The position accounts for 0.02% of the portfolio, ranked #109.

SRH Advisors first reported a position in EVRG in Q2 2018 and has held it in 34 quarters since. The position peaked at $160K in Q2 2019. 176 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

SRH Advisors held 1,199 shares of Evergy worth $94.1K as of Q3 2026.
SRH Advisors bought 3 Evergy shares in Q3 2026, an estimated $249.
Evergy made up 0.02% of SRH Advisors's portfolio in Q3 2026, its #109 holding.
SRH Advisors first reported a position in Evergy in Q2 2018 and has held it in 34 quarters since.
SRH Advisors's Evergy position peaked at $160K in Q2 2019.
176 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.