44 Wealth Management’s Evergy EVRG Stock Holding History

44 Wealth Management’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Buy	19,460 +6,396	+49%	+$530K	0.56%	60
2026 Q1	$1.07M	Buy	13,064 +6,425	+97%	+$508K	0.37%	97
2025 Q4	$481K	Buy	6,639 +87	+1%	+$6.6K	0.16%	147
2025 Q3	$498K	Buy	+6,552	New	+$467K	0.17%	139
2024 Q4	–	Sell	-4,900	Closed	-$304K	–	191
2024 Q3	$304K	Buy	+4,900	New	+$285K	0.11%	168
2023 Q1	–	Sell	-96,190	Closed	-$6.05M	–	179
2022 Q4	$6.05M	Buy	96,190 +117	+0.1%	+$7.03K	2.09%	9
2022 Q3	$5.71M	Sell	96,073 -30	-0%	-$2.02K	2.35%	7
2022 Q2	$6.27M	Buy	96,103 +746	+0.8%	+$50.6K	2.43%	6
2022 Q1	$6.52M	Buy	+95,357	New	+$6.15M	2.35%	7

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

44 Wealth Management's EVRG Position: Q2 2026 in Review

44 Wealth Management increased its Evergy (EVRG) stake by 49% in Q2 2026, buying an estimated $530K and bringing the position to 19,460 shares worth $1.68M. The position accounts for 0.56% of the portfolio, ranked #60.

44 Wealth Management first reported a position in EVRG in Q1 2022 and has held it in 9 quarters since. The position peaked at $6.52M in Q1 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

44 Wealth Management held 19,460 shares of Evergy worth $1.68M as of Q2 2026.
44 Wealth Management bought 6,396 Evergy shares in Q2 2026, an estimated $530K.
Evergy made up 0.56% of 44 Wealth Management's portfolio in Q2 2026, its #60 holding.
44 Wealth Management first reported a position in Evergy in Q1 2022 and has held it in 9 quarters since.
44 Wealth Management's Evergy position peaked at $6.52M in Q1 2022.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.