Turning Point Benefit Group’s Evergy EVRG Stock Holding History

Turning Point Benefit Group’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	$1.01M	Sell	12,850 -111	-0.9%	-$9.2K	0.41%	52
2026 Q2	$1.12M	Buy	12,961 +1,270	+11%	+$105K	0.48%	46
2026 Q1	$961K	Sell	11,691 -247	-2%	-$19.5K	0.61%	38
2025 Q4	$865K	Buy	11,938 +992	+9%	+$75.3K	0.45%	40
2025 Q3	$834K	Buy	10,946 +1,333	+14%	+$95K	0.5%	41
2025 Q2	$663K	Buy	9,613 +493	+5%	+$33.1K	0.5%	41
2025 Q1	$587K	Buy	9,120 +1,135	+14%	+$74.3K	0.55%	24
2024 Q4	$484K	Buy	+7,985	New	+$494K	0.46%	30

Other funds holding EVRG

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Turning Point Benefit Group's EVRG Position: Q3 2026 in Review

Turning Point Benefit Group reduced its Evergy (EVRG) stake by 0.86% in Q3 2026, selling an estimated $9.2K and leaving 12,850 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #52.

Turning Point Benefit Group first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2026. 288 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Turning Point Benefit Group held 12,850 shares of Evergy worth $1.01M as of Q3 2026.
Turning Point Benefit Group sold 111 Evergy shares in Q3 2026, an estimated $9.2K.
Evergy made up 0.41% of Turning Point Benefit Group's portfolio in Q3 2026, its #52 holding.
Turning Point Benefit Group first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
Turning Point Benefit Group's Evergy position peaked at $1.12M in Q2 2026.
288 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Turning Point Benefit Group's 13F filing for Q3 2026, filed 28 Oct 2026.