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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Raffa Wealth Management, 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)
3
Value
$259
% of portfolio
<0.1%
Quarters held
21
Since Q3 2019
Holdings of EVRG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$259<0.1%00.0%UnchangedHolders
Q1 20263$246<0.1%+3NewHolders
Q3 20250$00.0%−293−100.0%Sold outHolders
Q2 2025293$20.2K<0.1%+293NewHolders
Q1 20240$00.0%−33−100.0%Sold outHolders
Q4 202333$1.72K<0.1%00.0%UnchangedHolders
Q3 202333$1.67K<0.1%00.0%UnchangedHolders
Q2 202333$1.93K<0.1%00.0%UnchangedHolders
Q1 202333$2.02K<0.1%00.0%UnchangedHolders
Q4 202233$2.08K<0.1%−299−90.1%ReducedHolders
Q3 2022332$19.7K<0.1%00.0%UnchangedHolders
Q2 2022332$21.7K<0.1%00.0%UnchangedHolders
Q1 2022332$22.7K<0.1%00.0%UnchangedHolders
Q4 2021332$22.8K<0.1%00.0%UnchangedHolders
Q3 2021332$20.6K<0.1%00.0%UnchangedHolders
Q2 2021332$20.1K<0.1%00.0%UnchangedHolders
Q1 2021332$19.8K<0.1%00.0%UnchangedHolders
Q4 2020332$18.4K<0.1%00.0%Unchanged–
Q3 2020332$16.9K<0.1%−299−47.4%Reduced–
Q2 2020631$37.4K<0.1%00.0%Unchanged–
Q1 2020631$34.7K<0.1%+33+5.5%Added–
Q4 2019598$38.9K<0.1%00.0%Unchanged–
Q3 2019598$39.8K<0.1%+598New–