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Aaron Wealth Advisors’s Evergy EVRG Stock Holding History

Aaron Wealth Advisors’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 		$581K Buy
6,727
+1,591
+31% +$132K 0.03% 380
2026
Q1 		$421K Sell
5,136
-1,642
-24% -$130K 0.02% 433
2025
Q4 		$491K Buy
6,778
+578
+9% +$43.8K 0.03% 447
2025
Q3 		$471K Buy
+6,200
New +$442K 0.03% 428

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Aaron Wealth Advisors's EVRG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Evergy (EVRG) stake by 31% in Q2 2026, buying an estimated $132K and bringing the position to 6,727 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #380.

Aaron Wealth Advisors first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Aaron Wealth Advisors held 6,727 shares of Evergy worth $581K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,591 Evergy shares in Q2 2026, an estimated $132K.
  • Evergy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Aaron Wealth Advisors first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.