Planning Strategies Inc.’s Evergy EVRG Stock Holding History

Planning Strategies Inc.’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	$49.2K	Buy	+569	New	+$47.1K	0.03%	158

Other funds holding EVRG

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Planning Strategies Inc.'s EVRG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Evergy (EVRG) in Q2 2026: 569 shares worth $49.2K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings.

296 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Planning Strategies Inc. held 569 shares of Evergy worth $49.2K as of Q2 2026.
Evergy was a new Planning Strategies Inc. position in Q2 2026.
Evergy made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #158 holding.
296 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.