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Addison Advisors’s Evergy EVRG Stock Holding History

Addison 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 		$7.43K Sell
86
-1,572
-95% -$130K ﹤0.01% 445
2026
Q1 		$136K Buy
1,658
+34
+2% +$2.69K 0.03% 274
2025
Q4 		$118K Buy
1,624
+51
+3% +$3.87K 0.03% 291
2025
Q3 		$120K Buy
1,573
+42
+3% +$2.99K 0.03% 291
2025
Q2 		$106K Buy
1,531
+17
+1% +$1.14K 0.03% 302
2025
Q1 		$104K Buy
1,514
+1,241
+455% +$81.2K 0.03% 295
2024
Q4 		$16.8K Sell
273
-23
-8% -$1.42K ﹤0.01% 528
2024
Q3 		$18.4K Buy
296
+190
+179% +$11.1K 0.01% 516
2024
Q2 		$5.62K Buy
+106
New +$5.64K ﹤0.01% 620

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

Addison Advisors's EVRG Position: Q2 2026 in Review

Addison Advisors reduced its Evergy (EVRG) stake by 95% in Q2 2026, selling an estimated $130K and leaving 86 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Addison Advisors first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $136K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Addison Advisors held 86 shares of Evergy worth $7.43K as of Q2 2026.
  • Addison Advisors sold 1,572 Evergy shares in Q2 2026, an estimated $130K.
  • Evergy made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #445 holding.
  • Addison Advisors first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's Evergy position peaked at $136K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.