Turtle Creek Wealth Advisors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
+2,511
New +$208K 0.01% 435
2024
Q1
Sell
-309
Closed -$16.1K 400
2023
Q4
$16.1K Buy
+309
New +$15.6K ﹤0.01% 463

Other funds holding EVRG

Turtle Creek Wealth Advisors's EVRG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Evergy (EVRG) in Q2 2026: 2,511 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in EVRG as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in EVRG in Q4 2023 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Turtle Creek Wealth Advisors held 2,511 shares of Evergy worth $217K as of Q2 2026.
  • Evergy was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • Evergy made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #435 holding.
  • Turtle Creek Wealth Advisors first reported a position in Evergy in Q4 2023 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.