Walker Asset Management’s Evergy EVRG Stock Holding History

Walker Asset Management’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	$395K	Sell	4,576 -22	-0.5%	-$1.82K	0.2%	98
2026 Q1	$377K	Buy	4,598 +64	+1%	+$5.06K	0.2%	97
2025 Q4	$329K	Buy	4,534 +34	+0.8%	+$2.58K	0.18%	102
2025 Q3	$342K	Buy	4,500 +32	+0.7%	+$2.28K	0.19%	99
2025 Q2	$308K	Buy	4,468 +35	+0.8%	+$2.35K	0.18%	99
2025 Q1	$306K	Buy	4,433 +35	+0.8%	+$2.29K	0.19%	96
2024 Q4	$271K	Buy	4,398 +37	+0.8%	+$2.29K	0.17%	108
2024 Q3	$270K	Buy	4,361 +36	+0.8%	+$2.1K	0.17%	108
2024 Q2	$229K	Sell	4,325 -80	-2%	-$4.26K	0.15%	118
2024 Q1	$235K	Buy	4,405 +43	+1%	+$2.2K	0.16%	118
2023 Q4	$228K	Buy	+4,362	New	+$220K	0.16%	119

Other funds holding EVRG

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

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return