Retirement Planning Group

SEC CIK: 0001508195
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

EVRG holding history

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

EVRG overview All 13F holders of EVRG Full Q2 2026 holdings

Shares (Q2 2026): 23,713
Value: $2.05M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of EVRG by Retirement Planning Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,713	$2.05M	0.1%	+54+0.2%	Added	Holders
Q1 2026	23,659	$1.94M	0.1%	+137+0.6%	Added	Holders
Q4 2025	23,522	$1.71M	0.1%	+668+2.9%	Added	Holders
Q3 2025	22,854	$1.74M	0.1%	+525+2.4%	Added	Holders
Q2 2025	22,329	$1.54M	0.1%	+1,278+6.1%	Added	Holders
Q1 2025	21,051	$1.45M	0.1%	−3,321−13.6%	Reduced	Holders
Q4 2024	24,372	$1.50M	0.1%	+210+0.9%	Added	Holders
Q3 2024	24,162	$1.50M	0.1%	−184−0.8%	Reduced	Holders
Q2 2024	24,346	$1.29M	0.1%	+2,599+12.0%	Added	Holders
Q1 2024	21,747	$1.16M	0.1%	−289−1.3%	Reduced	Holders
Q4 2023	22,036	$1.15M	0.1%	−196−0.9%	Reduced	Holders
Q3 2023	22,232	$1.13M	0.1%	+98+0.4%	Added	Holders
Q2 2023	22,134	$1.29M	0.1%	+79+0.4%	Added	Holders
Q1 2023	22,055	$1.35M	0.1%	+439+2.0%	Added	Holders
Q4 2022	21,616	$1.36M	0.2%	+403+1.9%	Added	Holders
Q3 2022	21,213	$1.26M	0.2%	+141+0.7%	Added	Holders
Q2 2022	21,072	$1.38M	0.2%	+213+1.0%	Added	Holders
Q1 2022	20,859	$1.43M	0.2%	+55+0.3%	Added	Holders
Q4 2021	20,804	$1.43M	0.1%	+1,860+9.8%	Added	Holders
Q3 2021	18,944	$1.18M	0.1%	+934+5.2%	Added	Holders
Q2 2021	18,010	$1.09M	0.1%	+136+0.8%	Added	Holders
Q1 2021	17,874	$1.06M	0.1%	–	–	Holders

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