AF
EVRG icon

Advisornet Financial’s Evergy EVRG Stock Holding History

Advisornet Financial’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 		$12K Sell
139
-8
-5% -$662 ﹤0.01% 1533
2026
Q1 		$12K Buy
147
+30
+26% +$2.37K ﹤0.01% 1482
2025
Q4 		$8.48K Buy
117
+42
+56% +$3.19K ﹤0.01% 1595
2025
Q3 		$5.7K Buy
75
+26
+53% +$1.85K ﹤0.01% 1667
2025
Q2 		$3.38K Hold
49
– – ﹤0.01% 1752
2025
Q1 		$3.38K Sell
49
-358
-88% -$23.4K ﹤0.01% 1692
2024
Q4 		$25.1K Sell
407
-33
-8% -$2.04K ﹤0.01% 1068
2024
Q3 		$27.3K Buy
440
+31
+8% +$1.8K ﹤0.01% 1092
2024
Q2 		$21.7K Sell
409
-73
-15% -$3.88K ﹤0.01% 1074
2024
Q1 		$25.7K Sell
482
-25
-5% -$1.28K ﹤0.01% 1004
2023
Q4 		$26.5K Buy
507
+133
+36% +$6.69K ﹤0.01% 1001
2023
Q3 		$19K Sell
374
-1,634
-81% -$92.8K ﹤0.01% 1044
2023
Q2 		$117K Buy
2,008
+61
+3% +$3.68K 0.01% 606
2023
Q1 		$119K Sell
1,947
-884
-31% -$53.8K 0.01% 583
2022
Q4 		$178K Sell
2,831
-206
-7% -$12.4K 0.02% 492
2022
Q3 		$180K Buy
3,037
+24
+0.8% +$1.61K 0.02% 518
2022
Q2 		$197K Sell
3,013
-105
-3% -$7.12K 0.02% 505
2022
Q1 		$213K Buy
3,118
+924
+42% +$59.6K 0.01% 545
2021
Q4 		$151K Buy
2,194
+625
+40% +$40.6K 0.01% 669
2021
Q3 		$98K Sell
1,569
-355
-18% -$23.3K 0.01% 795
2021
Q2 		$116K Hold
1,924
– – 0.01% 738
2021
Q1 		$115K Buy
1,924
+35
+2% +$1.94K 0.01% 710
2020
Q4 		$105K Buy
1,889
+100
+6% +$5.49K 0.01% 675
2020
Q3 		$91K Buy
1,789
+2
+0.1% +$112 0.01% 700
2020
Q2 		$106K Sell
1,787
-177
-9% -$10.5K 0.01% 654
2020
Q1 		$108K Hold
1,964
– – 0.01% 594
2019
Q4 		$128K Sell
1,964
-1,571
-44% -$100K 0.01% 614
2019
Q3 		$235K Buy
3,535
+1,069
+43% +$67.6K 0.02% 468
2019
Q2 		$148K Buy
+2,466
New +$144K 0.02% 510

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Advisornet Financial's EVRG Position: Q2 2026 in Review

Advisornet Financial reduced its Evergy (EVRG) stake by 5.4% in Q2 2026, selling an estimated $662 and leaving 139 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Advisornet Financial first reported a position in EVRG in Q2 2019 and has held it in 29 quarters since. The position peaked at $235K in Q3 2019. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Advisornet Financial held 139 shares of Evergy worth $12K as of Q2 2026.
  • Advisornet Financial sold 8 Evergy shares in Q2 2026, an estimated $662.
  • Evergy made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1533 holding.
  • Advisornet Financial first reported a position in Evergy in Q2 2019 and has held it in 29 quarters since.
  • Advisornet Financial's Evergy position peaked at $235K in Q3 2019.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.