AWM
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Abound Wealth Management’s Evergy EVRG Stock Holding History

Abound 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 		$3.67K Buy
42
+15
+56% +$1.24K ﹤0.01% 654
2026
Q1 		$2.25K Buy
+27
New +$2.13K ﹤0.01% 888
2025
Q4 		– Hold
0
– – – 1421
2025
Q3 		– Hold
0
– – – 1345
2024
Q1 		– Sell
-9
Closed -$451 – 1326
2023
Q4 		$451 Buy
+9
New +$453 ﹤0.01% 964
2023
Q1 		– Sell
-18
Closed -$1.13K – 727
2022
Q4 		$1.13K Hold
18
– – ﹤0.01% 607
2022
Q3 		$1.07K Buy
+18
New +$1.21K ﹤0.01% 595

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

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

Abound Wealth Management increased its Evergy (EVRG) stake by 56% in Q2 2026, buying an estimated $1.24K and bringing the position to 42 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Abound Wealth Management first reported a position in EVRG in Q3 2022 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Abound Wealth Management held 42 shares of Evergy worth $3.67K as of Q2 2026.
  • Abound Wealth Management bought 15 Evergy shares in Q2 2026, an estimated $1.24K.
  • Evergy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Abound Wealth Management first reported a position in Evergy in Q3 2022 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.