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Activest Wealth Management’s Evergy EVRG Stock Holding History

Activest 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 		$605 Buy
+7
New +$580 ﹤0.01% 1034
2025
Q4 		– Sell
-10
Closed -$760 – 1196
2025
Q3 		$760 Buy
10
+3
+43% +$214 ﹤0.01% 908
2025
Q2 		$483 Buy
+7
New +$470 ﹤0.01% 870

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

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

Activest Wealth Management opened a new position in Evergy (EVRG) in Q2 2026: 7 shares worth $605. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in EVRG as recently as Q3 2025.

Activest Wealth Management first reported a position in EVRG in Q2 2025 and has held it in 3 quarters since. The position peaked at $760 in Q3 2025. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Activest Wealth Management held 7 shares of Evergy worth $605 as of Q2 2026.
  • Evergy was a new Activest Wealth Management position in Q2 2026.
  • Evergy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1034 holding.
  • Activest Wealth Management first reported a position in Evergy in Q2 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Evergy position peaked at $760 in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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