True Wealth Design
EVRG icon

True Wealth Design’s Evergy EVRG Stock Holding History

True Wealth Design’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 		$71.7K Buy
914
+239
+35% +$19.8K 0.02% 381
2026
Q2 		$58.3K Buy
675
+79
+13% +$6.54K 0.01% 431
2026
Q1 		$48.8K Buy
596
+50
+9% +$3.95K 0.01% 411
2025
Q4 		$39.6K Sell
546
-2
-0.4% -$152 0.01% 402
2025
Q3 		$41.7K Buy
548
+68
+14% +$4.85K 0.01% 369
2025
Q2 		$33.1K Buy
480
+22
+5% +$1.48K 0.01% 272
2025
Q1 		$31.6K Buy
458
+101
+28% +$6.61K 0.01% 267
2024
Q4 		$22K Buy
357
+6
+2% +$371 0.01% 310
2024
Q3 		$21.8K Buy
351
+342
+3,800% +$19.9K 0.01% 313
2024
Q2 		$477 Buy
9
+1
+13% +$53 ﹤0.01% 657
2024
Q1 		$428 Buy
8
+3
+60% +$153 ﹤0.01% 653
2023
Q4 		$261 Hold
5
– – ﹤0.01% 637
2023
Q3 		$254 Hold
5
– – ﹤0.01% 598
2023
Q2 		$293 Hold
5
– – ﹤0.01% 587
2023
Q1 		$306 Sell
5
-1
-17% -$61 ﹤0.01% 653
2022
Q4 		$378 Buy
+6
New +$360 ﹤0.01% 530

Other funds holding EVRG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's EVRG Position: Q3 2026 in Review

True Wealth Design increased its Evergy (EVRG) stake by 35% in Q3 2026, buying an estimated $19.8K and bringing the position to 914 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #381.

True Wealth Design first reported a position in EVRG in Q4 2022 and has held it in 16 quarters since. 152 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • True Wealth Design held 914 shares of Evergy worth $71.7K as of Q3 2026.
  • True Wealth Design bought 239 Evergy shares in Q3 2026, an estimated $19.8K.
  • Evergy made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #381 holding.
  • True Wealth Design first reported a position in Evergy in Q4 2022 and has held it in 16 quarters since.
  • 152 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.