SEC 13F Intelligence

Pathway Financial Advisers, LLC / EVRG

Pathway Financial Advisers, LLC’s Evergy Inc Position

Does Pathway Financial Advisers, LLC own Evergy Inc (EVRG)? Yes — 43.8K shares worth $4M (+1.01% of its 13F portfolio) as of Q1 2026, up from 43.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
43.8K
% of Portfolio
+1.01%
Quarters Held
9
currently held

Position History EVRG

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $40,945Q3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.8K$4M+1.01%
Q4 202543.5K$3M+0.91%
Q3 202543.7K$3M+0.97%
Q2 202543.5K$3M+0.97%
Q1 202543.6K$3M+1.03%
Q4 202442.9K$3M+0.88%
Q3 20242.54M$40,945+0.02%
Q2 202436.5K$2M+0.69%
Q1 202434.0K$2M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pathway Financial Advisers, LLC’s full portfolio or all institutional holders of EVRG.