AlphaStar Capital Management’s Evergy EVRG Stock Holding History

AlphaStar Capital 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	$484K	Buy	5,603 +56	+1%	+$4.64K	0.03%	166
2026 Q1	$454K	Sell	5,547 -366	-6%	-$28.9K	0.03%	152
2025 Q4	$429K	Buy	5,913 +1,216	+26%	+$92.2K	0.03%	167
2025 Q3	$357K	Buy	4,697 +1,370	+41%	+$97.6K	0.03%	151
2025 Q2	$229K	Sell	3,327 -4,937	-60%	-$332K	0.02%	329
2025 Q1	$570K	Buy	8,264 +9	+0.1%	+$589	0.06%	116
2024 Q4	$508K	Buy	8,255 +1,971	+31%	+$122K	0.05%	128
2024 Q3	$390K	Buy	+6,284	New	+$366K	0.03%	269
2022 Q4	–	Sell	-14,850	Closed	-$882K	–	334
2022 Q3	$882K	Buy	+14,850	New	+$999K	0.09%	134

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

AlphaStar Capital Management's EVRG Position: Q2 2026 in Review

AlphaStar Capital Management increased its Evergy (EVRG) stake by 1% in Q2 2026, buying an estimated $4.64K and bringing the position to 5,603 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #166.

AlphaStar Capital Management first reported a position in EVRG in Q3 2022 and has held it in 9 quarters since. The position peaked at $882K in Q3 2022. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

AlphaStar Capital Management held 5,603 shares of Evergy worth $484K as of Q2 2026.
AlphaStar Capital Management bought 56 Evergy shares in Q2 2026, an estimated $4.64K.
Evergy made up 0.03% of AlphaStar Capital Management's portfolio in Q2 2026, its #166 holding.
AlphaStar Capital Management first reported a position in Evergy in Q3 2022 and has held it in 9 quarters since.
AlphaStar Capital Management's Evergy position peaked at $882K in Q3 2022.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.