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Valeo Financial Advisors’s Evergy EVRG Stock Holding History

Valeo Financial Advisors’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 		$341K Sell
4,343
-55
-1% -$4.56K 0.01% 586
2026
Q2 		$380K Buy
4,398
+1,880
+75% +$156K 0.01% 536
2026
Q1 		$206K Sell
2,518
-1,613
-39% -$127K ﹤0.01% 679
2025
Q4 		$299K Sell
4,131
-860
-17% -$65.2K 0.01% 625
2025
Q3 		$379K Sell
4,991
-16
-0.3% -$1.14K 0.01% 530
2025
Q2 		$345K Buy
5,007
+593
+13% +$39.9K 0.01% 534
2025
Q1 		$304K Buy
4,414
+126
+3% +$8.25K 0.01% 530
2024
Q4 		$264K Buy
4,288
+2
+0% +$124 0.01% 585
2024
Q3 		$266K Sell
4,286
-10
-0.2% -$582 0.01% 566
2024
Q2 		$228K Buy
4,296
+98
+2% +$5.21K 0.01% 574
2024
Q1 		$220K Buy
+4,198
New +$215K 0.01% 586
2023
Q4 		– Sell
-4,870
Closed -$247K – 682
2023
Q3 		$247K Buy
+4,870
New +$276K 0.01% 511
2021
Q2 		– Sell
-649
Closed -$39K – 919
2021
Q1 		$39K Buy
649
+31
+5% +$1.72K ﹤0.01% 961
2020
Q4 		$34K Sell
618
-61
-9% -$3.35K ﹤0.01% 899
2020
Q3 		$35K Buy
679
+38
+6% +$2.12K ﹤0.01% 763
2020
Q2 		$38K Buy
641
+441
+221% +$26.1K ﹤0.01% 825
2020
Q1 		$13K Hold
200
– – ﹤0.01% 1001
2019
Q4 		$13K Hold
200
– – ﹤0.01% 1024
2019
Q3 		$13K Hold
200
– – ﹤0.01% 960
2019
Q2 		$12K Sell
200
-11
-5% -$644 ﹤0.01% 971
2019
Q1 		$12K Sell
211
-47
-18% -$2.67K ﹤0.01% 919
2018
Q4 		$15K Hold
258
– – ﹤0.01% 781
2018
Q3 		$14K Sell
258
-38
-13% -$2.15K ﹤0.01% 869
2018
Q2 		$17K Buy
+296
New +$15.9K ﹤0.01% 805

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

Valeo Financial Advisors's EVRG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Evergy (EVRG) stake by 1.3% in Q3 2026, selling an estimated $4.56K and leaving 4,343 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #586.

Valeo Financial Advisors first reported a position in EVRG in Q2 2018 and has held it in 24 quarters since. The position peaked at $380K in Q2 2026. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Valeo Financial Advisors held 4,343 shares of Evergy worth $341K as of Q3 2026.
  • Valeo Financial Advisors sold 55 Evergy shares in Q3 2026, an estimated $4.56K.
  • Evergy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #586 holding.
  • Valeo Financial Advisors first reported a position in Evergy in Q2 2018 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Evergy position peaked at $380K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

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