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Action Point Financial Planning’s Evergy EVRG Stock Holding History

Action Point Financial Planning’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 		$34.4K Buy
+401
New +$33.2K ﹤0.01% 944

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

Action Point Financial Planning's EVRG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Evergy (EVRG) in Q2 2026: 401 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Action Point Financial Planning held 401 shares of Evergy worth $34.4K as of Q2 2026.
  • Evergy was a new Action Point Financial Planning position in Q2 2026.
  • Evergy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #944 holding.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.