WealthTrust Axiom’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.46M | Sell |
28,516
-143
| -0.5% | -$11.8K | 0.55% | 44 |
|
|
2026
Q1 | $2.35M | Sell |
28,659
-194
| -0.7% | -$15.3K | 0.58% | 43 |
|
|
2025
Q4 | $2.09M | Buy |
28,853
+51
| +0.2% | +$3.87K | 0.54% | 41 |
|
|
2025
Q3 | $2.19M | Buy |
28,802
+323
| +1% | +$23K | 0.59% | 39 |
|
|
2025
Q2 | $1.96M | Sell |
28,479
-1,366
| -5% | -$91.8K | 0.58% | 37 |
|
|
2025
Q1 | $2.06M | Sell |
29,845
-694
| -2% | -$45.4K | 0.63% | 38 |
|
|
2024
Q4 | $1.88M | Buy |
30,539
+829
| +3% | +$51.3K | 0.56% | 39 |
|
|
2024
Q3 | $1.84M | Sell |
29,710
-2,346
| -7% | -$136K | 0.55% | 43 |
|
|
2024
Q2 | $1.7M | Buy |
32,056
+4
| +0% | +$213 | 0.56% | 40 |
|
|
2024
Q1 | $1.71M | Sell |
32,052
-1,095
| -3% | -$56K | 0.55% | 43 |
|
|
2023
Q4 | $1.73M | Sell |
33,147
-197
| -0.6% | -$9.91K | 0.58% | 42 |
|
|
2023
Q3 | $1.69M | Buy |
33,344
+3
| +0% | +$170 | 0.61% | 38 |
|
|
2023
Q2 | $1.95M | Buy |
33,341
+3
| +0% | +$181 | 0.65% | 37 |
|
|
2023
Q1 | $2.04M | Sell |
33,338
-172
| -0.5% | -$10.5K | 0.69% | 35 |
|
|
2022
Q4 | $2.11M | Buy |
33,510
+2
| +0% | +$120 | 0.74% | 33 |
|
|
2022
Q3 | $1.99M | Buy |
33,508
+1
| +0% | +$67 | 0.76% | 31 |
|
|
2022
Q2 | $2.19M | Buy |
33,507
+3
| +0% | +$203 | 0.78% | 34 |
|
|
2022
Q1 | $2.29M | Sell |
33,504
-148
| -0.4% | -$9.55K | 0.71% | 39 |
|
|
2021
Q4 | $2.31M | Sell |
33,652
-442
| -1% | -$28.7K | 0.74% | 38 |
|
|
2021
Q3 | $2.12M | Sell |
34,094
-1,657
| -5% | -$109K | 0.72% | 37 |
|
|
2021
Q2 | $2.16M | Buy |
35,751
+409
| +1% | +$25.6K | 0.69% | 41 |
|
|
2021
Q1 | $2.1M | Sell |
35,342
-696
| -2% | -$38.5K | 0.71% | 38 |
|
|
2020
Q4 | $2M | Sell |
36,038
-247
| -0.7% | -$13.6K | 0.73% | 37 |
|
|
2020
Q3 | $1.84M | Sell |
36,285
-196
| -0.5% | -$11K | 0.79% | 36 |
|
|
2020
Q2 | $2.16M | Sell |
36,481
-1,100
| -3% | -$65.1K | 0.95% | 28 |
|
|
2020
Q1 | $2.07M | Sell |
37,581
-694
| -2% | -$45.6K | 1.01% | 29 |
|
|
2019
Q4 | $2.49M | Sell |
38,275
-1,037
| -3% | -$66.1K | 0.83% | 37 |
|
|
2019
Q3 | $2.62M | Sell |
39,312
-2,472
| -6% | -$156K | 0.92% | 31 |
|
|
2019
Q2 | $2.51M | Sell |
41,784
-1,089
| -3% | -$63.7K | 0.87% | 34 |
|
|
2019
Q1 | $2.49M | Sell |
42,873
-1,842
| -4% | -$105K | 0.89% | 33 |
|
|
2018
Q4 | $2.54M | Sell |
44,715
-454
| -1% | -$26.2K | 1.04% | 31 |
|
|
2018
Q3 | $2.48M | Sell |
45,169
-701
| -2% | -$39.7K | 0.84% | 37 |
|
|
2018
Q2 | $2.58M | Buy |
+45,870
| New | +$2.46M | 0.91% | 34 |
|
Other funds holding EVRG
WealthTrust Axiom's EVRG Position: Q2 2026 in Review
WealthTrust Axiom reduced its Evergy (EVRG) stake by 0.5% in Q2 2026, selling an estimated $11.8K and leaving 28,516 shares worth $2.46M. The position accounts for 0.55% of the portfolio, ranked #44.
WealthTrust Axiom first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.62M in Q3 2019. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- WealthTrust Axiom held 28,516 shares of Evergy worth $2.46M as of Q2 2026.
- WealthTrust Axiom sold 143 Evergy shares in Q2 2026, an estimated $11.8K.
- Evergy made up 0.55% of WealthTrust Axiom's portfolio in Q2 2026, its #44 holding.
- WealthTrust Axiom first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- WealthTrust Axiom's Evergy position peaked at $2.62M in Q3 2019.
- 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.