Triad Wealth Partners
EVRG icon

Triad Wealth Partners’s Evergy EVRG Stock Holding History

Triad Wealth Partners’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 		$361K Buy
4,600
+63
+1% +$5.22K 0.02% 393
2026
Q2 		$378K Buy
4,537
+88
+2% +$7.29K 0.02% 392
2026
Q1 		$364K Sell
4,449
-150
-3% -$11.9K 0.03% 352
2025
Q4 		$333K Buy
4,599
+184
+4% +$14K 0.03% 358
2025
Q3 		$336K Buy
4,415
+26
+0.6% +$1.85K 0.04% 261
2025
Q2 		$303K Buy
4,389
+159
+4% +$10.7K 0.06% 216
2025
Q1 		$292K Sell
4,230
-102
-2% -$6.68K 0.09% 164
2024
Q4 		$267K Buy
+4,332
New +$268K 0.1% 151
2024
Q3 		– Sell
-163
Closed -$8.63K – 316
2024
Q2 		$8.63K Buy
+163
New +$8.67K ﹤0.01% 473

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

Triad Wealth Partners's EVRG Position: Q3 2026 in Review

Triad Wealth Partners increased its Evergy (EVRG) stake by 1.4% in Q3 2026, buying an estimated $5.22K and bringing the position to 4,600 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #393.

Triad Wealth Partners first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $378K in Q2 2026. 469 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Triad Wealth Partners held 4,600 shares of Evergy worth $361K as of Q3 2026.
  • Triad Wealth Partners bought 63 Evergy shares in Q3 2026, an estimated $5.22K.
  • Evergy made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #393 holding.
  • Triad Wealth Partners first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Evergy position peaked at $378K in Q2 2026.
  • 469 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.