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Wedmont Private Capital’s Evergy EVRG Stock Holding History

Wedmont Private Capital’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 		$515K Buy
6,400
+838
+15% +$69.4K 0.01% 586
2026
Q2 		$477K Buy
5,562
+575
+12% +$47.6K 0.01% 569
2026
Q1 		$416K Buy
4,987
+655
+15% +$51.8K 0.01% 561
2025
Q4 		$314K Sell
4,332
-112
-3% -$8.5K 0.01% 634
2025
Q3 		$345K Buy
4,444
+599
+16% +$42.7K 0.01% 580
2025
Q2 		$265K Buy
3,845
+406
+12% +$27.3K 0.01% 624
2025
Q1 		$229K Sell
3,439
-77
-2% -$5.04K 0.01% 602
2024
Q4 		$211K Buy
+3,516
New +$217K 0.01% 651

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wedmont Private Capital's EVRG Position: Q3 2026 in Review

Wedmont Private Capital increased its Evergy (EVRG) stake by 15% in Q3 2026, buying an estimated $69.4K and bringing the position to 6,400 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #586.

Wedmont Private Capital first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Wedmont Private Capital held 6,400 shares of Evergy worth $515K as of Q3 2026.
  • Wedmont Private Capital bought 838 Evergy shares in Q3 2026, an estimated $69.4K.
  • Evergy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #586 holding.
  • Wedmont Private Capital first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.