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 Q3	–	Sell	-2,601	Closed	-$225K	–	328
2026 Q2	$225K	Hold	2,601	–	–	0.01%	293
2026 Q1	$213K	Buy	+2,601	New	+$206K	0.01%	289

Other funds holding EVRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Welch Group's EVRG Position: Q3 2026 in Review

Welch Group sold out of Evergy (EVRG) in Q3 2026, closing a stake of 2,601 shares — an estimated $225K sold.

Welch Group first reported a position in EVRG in Q1 2026 and held it in 2 quarters. The position peaked at $225K in Q2 2026. 481 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Welch Group reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
Welch Group sold 2,601 Evergy shares in Q3 2026, an estimated $225K.
Welch Group first reported a position in Evergy in Q1 2026 and held it in 2 quarters.
Welch Group's Evergy position peaked at $225K in Q2 2026.
481 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.