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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → EVRG
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC EVRG Position History
Evergy, Inc. • Utilities
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.3M |
| Q2 2026 | $3.5M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 58.9K | — | — |
| Q2 2026 | $3.5M | 40.2K | — | — |
| Q1 2026 | $2.3M | 28.6K | — | — |
| Q4 2025 | $1.8M | 24.7K | — | — |
| Q3 2025 | $1.6M | 21.7K | — | — |