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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVRG overviewAll 13F holders of EVRGFull Q2 2026 holdings

Shares (Q2 2026)
1,083
Value
$93.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EVRG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,083$93.6K<0.1%+971+867.0%AddedHolders
Q1 2026112$9.18K<0.1%−749−87.0%ReducedHolders
Q4 2025861$62.4K<0.1%+308+55.7%AddedHolders
Q3 2025553$42.0K<0.1%+57+11.5%AddedHolders
Q2 2025496$34.2K<0.1%+298+150.5%AddedHolders
Q1 2025198$13.7K<0.1%+4+2.1%AddedHolders
Q4 2024194$11.9K<0.1%+11+6.0%AddedHolders
Q3 2024183$11.3K<0.1%−14−7.1%ReducedHolders
Q2 2024197$10.4K<0.1%+183+1,307.1%AddedHolders
Q1 202414$781<0.1%+14NewHolders
Q4 20230$00.0%−198−100.0%Sold outHolders
Q3 2023198$10.0K<0.1%−218−52.4%ReducedHolders
Q2 2023416$24.3K<0.1%+255+158.4%AddedHolders
Q1 2023161$9.84K<0.1%−269−62.6%ReducedHolders
Q4 2022430$27.1K<0.1%+269+167.1%AddedHolders
Q3 2022161$10.0K<0.1%00.0%UnchangedHolders
Q2 2022161$11.0K<0.1%00.0%UnchangedHolders
Q1 2022161$11.0K<0.1%00.0%UnchangedHolders
Q4 2021161$11.0K<0.1%−54−25.1%ReducedHolders
Q3 2021215$13.0K<0.1%+54+33.5%AddedHolders
Q2 2021161$10.0K<0.1%00.0%UnchangedHolders
Q1 2021161$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.