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Welch Group’s Evergy EVRG Stock Holding History

Welch Group’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 		$225K Hold
2,601
– – 0.01% 293
2026
Q1 		$213K Buy
+2,601
New +$206K 0.01% 289

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch Group's EVRG Position: Q2 2026 in Review

Welch Group held its Evergy (EVRG) position steady in Q2 2026 at 2,601 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #293.

Welch Group first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Welch Group held 2,601 shares of Evergy worth $225K as of Q2 2026.
  • Welch Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of Welch Group's portfolio in Q2 2026, its #293 holding.
  • Welch Group first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.