RAFFA WEALTH MANAGEMENT, LLC’s Evergy EVRG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$259	Hold	3	–	–	﹤0.01%	1236
2026 Q1	$246	Buy	+3	New	+$237	﹤0.01%	1145
2025 Q3	–	Sell	-293	Closed	-$20.2K	–	1193
2025 Q2	$20.2K	Buy	+293	New	+$19.7K	﹤0.01%	273
2024 Q1	–	Sell	-33	Closed	-$1.72K	–	1134
2023 Q4	$1.72K	Hold	33	–	–	﹤0.01%	664
2023 Q3	$1.67K	Hold	33	–	–	﹤0.01%	643
2023 Q2	$1.93K	Hold	33	–	–	﹤0.01%	616
2023 Q1	$2.02K	Hold	33	–	–	﹤0.01%	604
2022 Q4	$2.08K	Sell	33 -299	-90%	-$18K	﹤0.01%	579
2022 Q3	$19.7K	Hold	332	–	–	0.01%	203
2022 Q2	$21.7K	Hold	332	–	–	0.01%	196
2022 Q1	$22.7K	Hold	332	–	–	0.01%	198
2021 Q4	$22.8K	Hold	332	–	–	0.01%	206
2021 Q3	$20.6K	Hold	332	–	–	0.01%	190
2021 Q2	$20.1K	Hold	332	–	–	0.01%	192
2021 Q1	$19.8K	Hold	332	–	–	0.01%	196
2020 Q4	$18.4K	Hold	332	–	–	0.01%	191
2020 Q3	$16.9K	Sell	332 -299	-47%	-$16.7K	0.01%	185
2020 Q2	$37.4K	Hold	631	–	–	0.01%	132
2020 Q1	$34.7K	Buy	631 +33	+6%	+$2.17K	0.01%	124
2019 Q4	$38.9K	Hold	598	–	–	0.01%	146
2019 Q3	$39.8K	Buy	+598	New	+$37.8K	0.01%	148

Other funds holding EVRG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EVRG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Evergy (EVRG) position steady in Q2 2026 at 3 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EVRG in Q3 2019 and has held it in 21 quarters since. The position peaked at $39.8K in Q3 2019. 321 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3 shares of Evergy worth $259 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1236 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Evergy in Q3 2019 and has held it in 21 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Evergy position peaked at $39.8K in Q3 2019.
321 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.