WPC
EVRG icon

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
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

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return