Stolper & Co’s Evergy EVRG Stock Holding History

Stolper & Co’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	$2.88M	Buy	36,786 +296	+0.8%	+$24.5K	0.75%	42
2026 Q2	$3.15M	Buy	36,490 +26,096	+251%	+$2.16M	0.81%	35
2026 Q1	$142K	Sell	10,394 -25,426	-71%	-$2.01M	0.04%	92
2025 Q4	$2.6M	Buy	35,820 +635	+2%	+$48.2K	0.77%	39
2025 Q3	$2.68M	Buy	35,185 +614	+2%	+$43.8K	0.81%	36
2025 Q2	$2.38M	Sell	34,571 -59	-0.2%	-$3.96K	0.78%	36
2025 Q1	$2.39M	Buy	34,630 +169	+0.5%	+$11.1K	0.78%	37
2024 Q4	$2.12M	Buy	34,461 +446	+1%	+$27.6K	0.71%	39
2024 Q3	$2.11M	Buy	+34,015	New	+$1.98M	0.69%	40

Other funds holding EVRG

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

VFM

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

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

Stolper & Co's EVRG Position: Q3 2026 in Review

Stolper & Co increased its Evergy (EVRG) stake by 0.81% in Q3 2026, buying an estimated $24.5K and bringing the position to 36,786 shares worth $2.88M. The position accounts for 0.75% of the portfolio, ranked #42.

Stolper & Co first reported a position in EVRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q2 2026. 125 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Stolper & Co held 36,786 shares of Evergy worth $2.88M as of Q3 2026.
Stolper & Co bought 296 Evergy shares in Q3 2026, an estimated $24.5K.
Evergy made up 0.75% of Stolper & Co's portfolio in Q3 2026, its #42 holding.
Stolper & Co first reported a position in Evergy in Q3 2024 and has held it in 9 quarters since.
Stolper & Co's Evergy position peaked at $3.15M in Q2 2026.
125 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.