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Alpha Family Trust’s Evergy EVRG Stock Holding History

Alpha Family Trust’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 		$343K Hold
3,970
– – 0.14% 117
2026
Q1 		$325K Hold
3,970
– – 0.16% 123
2025
Q4 		$288K Hold
3,970
– – 0.13% 141
2025
Q3 		$302K Hold
3,970
– – 0.14% 127
2025
Q2 		$274K Hold
3,970
– – 0.14% 141
2025
Q1 		$274K Hold
3,970
– – 0.16% 131
2024
Q4 		$244K Hold
3,970
– – 0.14% 127
2024
Q3 		$246K Hold
3,970
– – 0.14% 129
2024
Q2 		$210K Hold
3,970
– – 0.12% 142
2024
Q1 		$212K Buy
+3,970
New +$203K 0.13% 140

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

Alpha Family Trust's EVRG Position: Q2 2026 in Review

Alpha Family Trust held its Evergy (EVRG) position steady in Q2 2026 at 3,970 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #117.

Alpha Family Trust first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Alpha Family Trust held 3,970 shares of Evergy worth $343K as of Q2 2026.
  • Alpha Family Trust left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.14% of Alpha Family Trust's portfolio in Q2 2026, its #117 holding.
  • Alpha Family Trust first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.