Wealth Enhancement Advisory Services
EVRG icon

Wealth Enhancement Advisory Services’s Evergy EVRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.64M Buy
42,447
+7,175
+20% +$594K 0.01% 1205
2026
Q1 		$2.92M Sell
35,272
-7,246
-17% -$573K 0.01% 1195
2025
Q4 		$3.11M Buy
42,518
+1,642
+4% +$125K ﹤0.01% 1267
2025
Q3 		$3.18M Buy
40,876
+602
+1% +$42.9K ﹤0.01% 1183
2025
Q2 		$2.83M Buy
40,274
+4,011
+11% +$270K ﹤0.01% 1187
2025
Q1 		$2.5M Buy
36,263
+3,014
+9% +$197K ﹤0.01% 1137
2024
Q4 		$2.05M Buy
33,249
+8,385
+34% +$519K ﹤0.01% 1178
2024
Q3 		$1.54M Buy
24,864
+4,920
+25% +$286K ﹤0.01% 1183
2024
Q2 		$1.06M Buy
19,944
+3,550
+22% +$189K ﹤0.01% 1256
2024
Q1 		$875K Buy
16,394
+1,649
+11% +$84.3K ﹤0.01% 1300
2023
Q4 		$770K Buy
14,745
+2,308
+19% +$116K ﹤0.01% 1269
2023
Q3 		$631K Buy
+12,437
New +$706K ﹤0.01% 1295
2021
Q3 		– Sell
-17,419
Closed -$1.1M – 304
2021
Q2 		$1.1M Buy
+17,419
New +$1.09M 0.02% 193

Other funds holding EVRG

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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Evergy (EVRG) stake by 20% in Q2 2026, buying an estimated $594K and bringing the position to 42,447 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1205.

Wealth Enhancement Advisory Services first reported a position in EVRG in Q2 2021 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,447 shares of Evergy worth $3.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,175 Evergy shares in Q2 2026, an estimated $594K.
  • Evergy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1205 holding.
  • Wealth Enhancement Advisory Services first reported a position in Evergy in Q2 2021 and has held it in 13 quarters since.
  • 188 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.