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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → EVRG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EVRG Position History
Evergy, Inc. • Utilities
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.1M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.6M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 73.9K | — | — |
| Q2 2026 | $3.6M | 42.4K | — | — |
| Q1 2026 | $2.9M | 35.3K | — | — |
| Q4 2025 | $3.1M | 42.5K | — | — |
| Q3 2025 | $3.2M | 40.9K | — | — |