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 Q3	$361K	Buy	4,608 +32	+0.7%	+$2.65K	0.18%	106
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

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

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

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

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

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

Walker Asset Management's EVRG Position: Q3 2026 in Review

Walker Asset Management increased its Evergy (EVRG) stake by 0.7% in Q3 2026, buying an estimated $2.65K and bringing the position to 4,608 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #106.

Walker Asset Management first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $395K in Q2 2026. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Walker Asset Management held 4,608 shares of Evergy worth $361K as of Q3 2026.
Walker Asset Management bought 32 Evergy shares in Q3 2026, an estimated $2.65K.
Evergy made up 0.18% of Walker Asset Management's portfolio in Q3 2026, its #106 holding.
Walker Asset Management first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's Evergy position peaked at $395K in Q2 2026.
147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.