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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
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 		$2.67M 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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Stolper & Co's EVRG Position: Q2 2026 in Review

Stolper & Co increased its Evergy (EVRG) stake by 251% in Q2 2026, buying an estimated $2.16M and bringing the position to 36,490 shares worth $3.15M. The position accounts for 0.81% of the portfolio, ranked #35.

Stolper & Co first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Stolper & Co held 36,490 shares of Evergy worth $3.15M as of Q2 2026.
  • Stolper & Co bought 26,096 Evergy shares in Q2 2026, an estimated $2.16M.
  • Evergy made up 0.81% of Stolper & Co's portfolio in Q2 2026, its #35 holding.
  • Stolper & Co first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 153 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.