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Toth Financial Advisory’s Evergy EVRG Stock Holding History

Toth Financial Advisory’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 		$1.1K Buy
+14
New +$1.16K ﹤0.01% 934
2025
Q4 		– Sell
-800
Closed -$60.8K – 948
2025
Q3 		$60.8K Sell
800
-200
-20% -$14.3K 0.01% 320
2025
Q2 		$68.9K Hold
1,000
– – 0.01% 274
2025
Q1 		$69K Hold
1,000
– – 0.01% 264
2024
Q4 		$61.5K Hold
1,000
– – 0.01% 277
2024
Q3 		$62K Hold
1,000
– – 0.01% 273
2024
Q2 		$53K Buy
1,000
+365
+57% +$19.4K 0.01% 290
2024
Q1 		$33.9K Buy
635
+423
+200% +$21.6K ﹤0.01% 331
2023
Q4 		$11.1K Buy
212
+118
+126% +$5.94K ﹤0.01% 442
2023
Q3 		$4.77K Buy
+94
New +$5.34K ﹤0.01% 538

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's EVRG Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Evergy (EVRG) in Q3 2026: 14 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in EVRG as recently as Q3 2025.

Toth Financial Advisory first reported a position in EVRG in Q3 2023 and has held it in 10 quarters since. The position peaked at $69K in Q1 2025. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Toth Financial Advisory held 14 shares of Evergy worth $1.1K as of Q3 2026.
  • Evergy was a new Toth Financial Advisory position in Q3 2026.
  • Evergy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #934 holding.
  • Toth Financial Advisory first reported a position in Evergy in Q3 2023 and has held it in 10 quarters since.
  • Toth Financial Advisory's Evergy position peaked at $69K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.