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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Mattern 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)
5,180
Value
$447.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EVRG by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,180$447.7K0.1%00.0%UnchangedHolders
Q1 20265,180$424.3K0.1%−1,971−27.6%ReducedHolders
Q4 20257,151$518.4K0.1%00.0%UnchangedHolders
Q3 20257,151$543.6K0.1%−760−9.6%ReducedHolders
Q2 20257,911$545.3K0.1%+10.0%AddedHolders
Q1 20257,910$545.4K0.1%00.0%UnchangedHolders
Q4 20247,910$486.9K0.1%−1,161−12.8%ReducedHolders
Q3 20249,071$562.5K0.1%−600−6.2%ReducedHolders
Q2 20249,671$512.3K0.1%−55−0.6%ReducedHolders
Q1 20249,726$519.2K0.1%+16+0.2%AddedHolders
Q4 20239,710$506.8K0.1%−483−4.7%ReducedHolders
Q3 202310,193$516.8K0.2%+13+0.1%AddedHolders
Q2 202310,180$594.8K0.2%+11+0.1%AddedHolders
Q1 202310,169$621.6K0.2%−489−4.6%ReducedHolders
Q4 202210,658$670.7K0.3%+10+0.1%AddedHolders
Q3 202210,648$632.0K0.3%+9+0.1%AddedHolders
Q2 202210,639$694.0K0.3%+10+0.1%AddedHolders
Q1 202210,629$726.0K0.2%+10+0.1%AddedHolders
Q4 202110,619$729.0K0.2%+9+0.1%AddedHolders
Q3 202110,610$660.0K0.2%+8+0.1%AddedHolders
Q2 202110,602$684.0K0.2%+546+5.4%AddedHolders
Q1 202110,056$599.0K0.2%––Holders

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