WCG Wealth Advisors’s Evergy EVRG Stock Holding History

WCG Wealth Advisors’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 Q1	$989K	Buy	12,071 +12	+0.1%	+$948	0.03%	381
2025 Q4	$874K	Buy	12,059 +106	+0.9%	+$8.04K	0.02%	374
2025 Q3	$909K	Buy	11,953 +653	+6%	+$46.5K	0.06%	244
2025 Q2	$779K	Buy	+11,300	New	+$759K	0.05%	253
2025 Q1	–	Sell	-12,071	Closed	-$743K	–	302
2024 Q4	$743K	Sell	12,071 -42,625	-78%	-$2.64M	0.05%	236
2024 Q3	$3.39M	Sell	54,696 -1,040	-2%	-$60.5K	0.23%	109
2024 Q2	$2.95M	Buy	55,736 +1,417	+3%	+$75.4K	0.22%	103
2024 Q1	$2.9M	Sell	54,319 -5,515	-9%	-$282K	0.24%	94
2023 Q4	$3.12M	Buy	59,834 +1,763	+3%	+$88.7K	0.23%	96
2023 Q3	$2.94M	Buy	+58,071	New	+$3.3M	0.22%	101

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WCG Wealth Advisors's EVRG Position: Q1 2026 in Review

WCG Wealth Advisors increased its Evergy (EVRG) stake by 0.1% in Q1 2026, buying an estimated $948 and bringing the position to 12,071 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #381.

WCG Wealth Advisors first reported a position in EVRG in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.39M in Q3 2024. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

WCG Wealth Advisors held 12,071 shares of Evergy worth $989K as of Q1 2026.
WCG Wealth Advisors bought 12 Evergy shares in Q1 2026, an estimated $948.
Evergy made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #381 holding.
WCG Wealth Advisors first reported a position in Evergy in Q3 2023 and has held it in 10 quarters since.
WCG Wealth Advisors's Evergy position peaked at $3.39M in Q3 2024.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.