Alteri Wealth’s Evergy EVRG Stock Holding History

Alteri Wealth’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	$289K	Buy	3,343 +813	+32%	+$67.3K	0.08%	238
2026 Q1	$207K	Buy	+2,530	New	+$200K	0.07%	273

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

Alteri Wealth's EVRG Position: Q2 2026 in Review

Alteri Wealth increased its Evergy (EVRG) stake by 32% in Q2 2026, buying an estimated $67.3K and bringing the position to 3,343 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #238.

Alteri Wealth first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Alteri Wealth held 3,343 shares of Evergy worth $289K as of Q2 2026.
Alteri Wealth bought 813 Evergy shares in Q2 2026, an estimated $67.3K.
Evergy made up 0.08% of Alteri Wealth's portfolio in Q2 2026, its #238 holding.
Alteri Wealth first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.