Waterfront Wealth’s Evergy EVRG Stock Holding History

Waterfront Wealth’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	$493K	Sell	5,944 -123	-2%	-$10.2K	0.08%	221
2026 Q2	$520K	Hold	6,067	–	–	0.08%	213
2026 Q1	$497K	Hold	6,067	–	–	0.09%	204
2025 Q4	$464K	Hold	6,067	–	–	0.09%	201
2025 Q3	$479K	Hold	6,067	–	–	0.1%	192
2025 Q2	$418K	Buy	6,067 +26	+0.4%	+$1.75K	0.09%	202
2025 Q1	$417K	Hold	6,041	–	–	0.1%	192
2024 Q4	$372K	Hold	6,041	–	–	0.09%	204
2024 Q3	$364K	Hold	6,041	–	–	0.09%	200
2024 Q2	$320K	Sell	6,041 -400	-6%	-$21.3K	0.09%	195
2024 Q1	$338K	Hold	6,441	–	–	0.09%	189
2023 Q4	$336K	Hold	6,441	–	–	0.1%	187
2023 Q3	$313K	Hold	6,441	–	–	0.1%	189
2023 Q2	$394K	Hold	6,441	–	–	0.12%	179
2023 Q1	$394K	Hold	6,441	–	–	0.13%	176
2022 Q4	$398K	Hold	6,441	–	–	0.14%	180
2022 Q3	$389K	Hold	6,441	–	–	0.15%	170
2022 Q2	$420K	Hold	6,441	–	–	0.17%	158
2022 Q1	$457K	Hold	6,441	–	–	0.16%	141
2021 Q4	$442K	Hold	6,441	–	–	0.18%	129
2021 Q3	$401K	Hold	6,441	–	–	0.19%	111
2021 Q2	$389K	Hold	6,441	–	–	0.18%	115
2021 Q1	$386K	Hold	6,441	–	–	0.19%	115
2020 Q4	$358K	Buy	+6,441	New	+$353K	0.25%	89

Other funds holding EVRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Waterfront Wealth's EVRG Position: Q3 2026 in Review

Waterfront Wealth reduced its Evergy (EVRG) stake by 2% in Q3 2026, selling an estimated $10.2K and leaving 5,944 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #221.

Waterfront Wealth first reported a position in EVRG in Q4 2020 and has held it in 24 quarters since. The position peaked at $520K in Q2 2026. 468 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Waterfront Wealth held 5,944 shares of Evergy worth $493K as of Q3 2026.
Waterfront Wealth sold 123 Evergy shares in Q3 2026, an estimated $10.2K.
Evergy made up 0.08% of Waterfront Wealth's portfolio in Q3 2026, its #221 holding.
Waterfront Wealth first reported a position in Evergy in Q4 2020 and has held it in 24 quarters since.
Waterfront Wealth's Evergy position peaked at $520K in Q2 2026.
468 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.