James T. Borello RIA
EVRG icon

James T. Borello RIA’s Evergy EVRG Stock Holding History

James T. Borello RIA’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 		$4.86K Buy
62
+7
+13% +$580 ﹤0.01% 786
2026
Q2 		$4.75K Buy
55
+5
+10% +$414 ﹤0.01% 802
2026
Q1 		$4.1K Sell
50
-3
-6% -$237 ﹤0.01% 809
2025
Q4 		$3.84K Buy
53
+6
+13% +$455 ﹤0.01% 643
2025
Q3 		$3.57K Buy
+47
New +$3.35K ﹤0.01% 576

Other funds holding EVRG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's EVRG Position: Q3 2026 in Review

James T. Borello RIA increased its Evergy (EVRG) stake by 13% in Q3 2026, buying an estimated $580 and bringing the position to 62 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

James T. Borello RIA first reported a position in EVRG in Q3 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • James T. Borello RIA held 62 shares of Evergy worth $4.86K as of Q3 2026.
  • James T. Borello RIA bought 7 Evergy shares in Q3 2026, an estimated $580.
  • Evergy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #786 holding.
  • James T. Borello RIA first reported a position in Evergy in Q3 2025 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.