Advisory Alpha’s Evergy EVRG Stock Holding History

Advisory Alpha’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	–	Sell	-3,545	Closed	-$290K	–	585
2026 Q1	$290K	Buy	3,545 +26	+0.7%	+$2.06K	0.01%	463
2025 Q4	$255K	Buy	3,519 +219	+7%	+$16.6K	0.01%	457
2025 Q3	$251K	Sell	3,300 -81	-2%	-$5.77K	0.01%	456
2025 Q2	$233K	Buy	3,381 +102	+3%	+$6.86K	0.01%	432
2025 Q1	$226K	Buy	+3,279	New	+$215K	0.01%	415
2020 Q4	–	Sell	-331	Closed	-$17K	–	269
2020 Q3	$17K	Buy	+331	New	+$18.5K	﹤0.01%	348
2020 Q2	–	Sell	-331	Closed	-$19.1K	–	247
2020 Q1	$19.1K	Buy	331 +147	+80%	+$9.66K	0.01%	318
2019 Q4	$12K	Buy	184 +2	+1%	+$128	﹤0.01%	477
2019 Q3	$11.6K	Buy	+182	New	+$11.5K	﹤0.01%	438
2019 Q2	–	Sell	-180	Closed	-$10.2K	–	276
2019 Q1	$10.2K	Buy	+180	New	+$10.2K	﹤0.01%	401

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Advisory Alpha's EVRG Position: Q2 2026 in Review

Advisory Alpha sold out of Evergy (EVRG) in Q2 2026, closing a stake of 3,545 shares — an estimated $290K sold.

Advisory Alpha first reported a position in EVRG in Q1 2019 and held it in 10 quarters. The position peaked at $290K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Advisory Alpha reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Advisory Alpha sold 3,545 Evergy shares in Q2 2026, an estimated $290K.
Advisory Alpha first reported a position in Evergy in Q1 2019 and held it in 10 quarters.
Advisory Alpha's Evergy position peaked at $290K in Q1 2026.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.