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Wealthcare Advisory Partners’s Evergy EVRG Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-7,856
Closed -$644K – 1111
2026
Q1 		$644K Sell
7,856
-3,498
-31% -$276K 0.01% 627
2025
Q4 		$823K Buy
11,354
+225
+2% +$17.1K 0.02% 566
2025
Q3 		$846K Buy
11,129
+335
+3% +$23.9K 0.02% 548
2025
Q2 		$744K Buy
10,794
+1,060
+11% +$71.2K 0.02% 544
2025
Q1 		$671K Buy
9,734
+2,412
+33% +$158K 0.02% 524
2024
Q4 		$451K Buy
7,322
+182
+3% +$11.3K 0.01% 597
2024
Q3 		$443K Sell
7,140
-556
-7% -$32.4K 0.01% 593
2024
Q2 		$408K Buy
7,696
+1,822
+31% +$96.9K 0.01% 580
2024
Q1 		$314K Buy
+5,874
New +$300K 0.01% 657
2021
Q2 		– Sell
-135
Closed -$8K – 937
2021
Q1 		$8K Buy
+135
New +$7.47K ﹤0.01% 1519
2020
Q2 		– Sell
-67
Closed -$4K – 633
2020
Q1 		$4K Buy
67
+1
+2% +$66 ﹤0.01% 1152
2019
Q4 		$4K Buy
+66
New +$4.21K ﹤0.01% 1143
2018
Q3 		– Sell
-307
Closed -$17K – 1247
2018
Q2 		$17K Buy
+307
New +$16.4K ﹤0.01% 711

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

Wealthcare Advisory Partners's EVRG Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Evergy (EVRG) in Q2 2026, closing a stake of 7,856 shares — an estimated $644K sold.

Wealthcare Advisory Partners first reported a position in EVRG in Q2 2018 and held it in 13 quarters. The position peaked at $846K in Q3 2025. 188 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,856 Evergy shares in Q2 2026, an estimated $644K.
  • Wealthcare Advisory Partners first reported a position in Evergy in Q2 2018 and held it in 13 quarters.
  • Wealthcare Advisory Partners's Evergy position peaked at $846K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.