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Advyzon Investment Management’s Evergy EVRG Stock Holding History

Advyzon Investment 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 		$307K Sell
3,554
-2,234
-39% -$185K 0.02% 603
2026
Q1 		$474K Buy
5,788
+169
+3% +$13.4K 0.04% 418
2025
Q4 		$407K Buy
5,619
+554
+11% +$42K 0.05% 369
2025
Q3 		$385K Buy
5,065
+360
+8% +$25.7K 0.07% 265
2025
Q2 		$324K Buy
+4,705
New +$316K 0.07% 262

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

Advyzon Investment Management's EVRG Position: Q2 2026 in Review

Advyzon Investment Management reduced its Evergy (EVRG) stake by 39% in Q2 2026, selling an estimated $185K and leaving 3,554 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #603.

Advyzon Investment Management first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $474K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Advyzon Investment Management held 3,554 shares of Evergy worth $307K as of Q2 2026.
  • Advyzon Investment Management sold 2,234 Evergy shares in Q2 2026, an estimated $185K.
  • Evergy made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #603 holding.
  • Advyzon Investment Management first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Evergy position peaked at $474K in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.