Vista Investment Partners’s Evergy EVRG Stock Holding History

Vista Investment 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	$420K	Hold	5,358	–	–	0.11%	121
2026 Q2	$463K	Hold	5,358	–	–	0.12%	120
2026 Q1	$439K	Hold	5,358	–	–	0.12%	125
2025 Q4	$388K	Hold	5,358	–	–	0.1%	127
2025 Q3	$407K	Hold	5,358	–	–	0.11%	118
2025 Q2	$369K	Hold	5,358	–	–	0.11%	118
2025 Q1	$369K	Hold	5,358	–	–	0.11%	125
2024 Q4	$330K	Hold	5,358	–	–	0.1%	130
2024 Q3	$332K	Hold	5,358	–	–	0.11%	124
2024 Q2	$284K	Hold	5,358	–	–	0.09%	130
2024 Q1	$286K	Sell	5,358 -44	-0.8%	-$2.25K	0.1%	125
2023 Q4	$282K	Buy	+5,402	New	+$272K	0.1%	118

Other funds holding EVRG

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

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vista Investment Partners's EVRG Position: Q3 2026 in Review

Vista Investment Partners held its Evergy (EVRG) position steady in Q3 2026 at 5,358 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #121.

Vista Investment Partners first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $463K in Q2 2026. 109 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Vista Investment Partners held 5,358 shares of Evergy worth $420K as of Q3 2026.
Vista Investment Partners left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.11% of Vista Investment Partners's portfolio in Q3 2026, its #121 holding.
Vista Investment Partners first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Evergy position peaked at $463K in Q2 2026.
109 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.