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Albion Financial Group’s Evergy EVRG Stock Holding History

Albion Financial Group’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 		$1.18M Sell
13,683
-7
-0.1% -$580 0.07% 102
2026
Q1 		$1.12M Buy
13,690
+507
+4% +$40.1K 0.07% 98
2025
Q4 		$956K Hold
13,183
– – 0.06% 109
2025
Q3 		$1M Hold
13,183
– – 0.06% 111
2025
Q2 		$909K Hold
13,183
– – 0.06% 115
2025
Q1 		$909K Hold
13,183
– – 0.06% 119
2024
Q4 		$811K Hold
13,183
– – 0.06% 124
2024
Q3 		$817K Hold
13,183
– – 0.06% 120
2024
Q2 		$698K Sell
13,183
-2,887
-18% -$154K 0.05% 121
2024
Q1 		$858K Hold
16,070
– – 0.07% 118
2023
Q4 		$839K Hold
16,070
– – 0.07% 118
2023
Q3 		$815K Hold
16,070
– – 0.08% 112
2023
Q2 		$939K Hold
16,070
– – 0.08% 110
2023
Q1 		$982K Hold
16,070
– – 0.09% 108
2022
Q4 		$1.01M Sell
16,070
-200
-1% -$12K 0.1% 102
2022
Q3 		$966K Hold
16,270
– – 0.1% 104
2022
Q2 		$1.06M Hold
16,270
– – 0.11% 101
2022
Q1 		$1.11M Sell
16,270
-3,950
-20% -$255K 0.09% 111
2021
Q4 		$1.39M Hold
20,220
– – 0.11% 103
2021
Q3 		$1.26M Hold
20,220
– – 0.11% 112
2021
Q2 		$1.22M Buy
+20,220
New +$1.26M 0.11% 114
2020
Q4 		$1.15M Sell
20,720
-2,900
-12% -$159K 0.11% 97
2020
Q3 		$1.2M Hold
23,620
– – 0.13% 92
2020
Q2 		$1.4M Hold
23,620
– – 0.17% 78
2020
Q1 		$1.3M Hold
23,620
– – 0.19% 73
2019
Q4 		$1.54M Hold
23,620
– – 0.18% 81
2019
Q3 		$1.57M Sell
23,620
-3,540
-13% -$224K 0.2% 74
2019
Q2 		$1.63M Hold
27,160
– – 0.21% 75
2019
Q1 		$1.58M Hold
27,160
– – 0.21% 78
2018
Q4 		$1.54M Sell
27,160
-310
-1% -$17.9K 0.24% 72
2018
Q3 		$1.51M Sell
27,470
-1,800
-6% -$102K 0.2% 77
2018
Q2 		$1.64M Buy
+29,270
New +$1.57M 0.24% 74

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

Albion Financial Group's EVRG Position: Q2 2026 in Review

Albion Financial Group reduced its Evergy (EVRG) stake by 0.05% in Q2 2026, selling an estimated $580 and leaving 13,683 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #102.

Albion Financial Group first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.64M in Q2 2018. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Albion Financial Group held 13,683 shares of Evergy worth $1.18M as of Q2 2026.
  • Albion Financial Group sold 7 Evergy shares in Q2 2026, an estimated $580.
  • Evergy made up 0.07% of Albion Financial Group's portfolio in Q2 2026, its #102 holding.
  • Albion Financial Group first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
  • Albion Financial Group's Evergy position peaked at $1.64M in Q2 2018.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.