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American Capital Advisory’s Evergy EVRG Stock Holding History

American Capital Advisory’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 		$951 Hold
11
– – ﹤0.01% 795
2026
Q1 		$902 Buy
11
+10
+1,000% +$790 ﹤0.01% 719
2025
Q4 		$73 Hold
1
– – ﹤0.01% 1033
2025
Q3 		$77 Buy
+1
New +$71 ﹤0.01% 978

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

American Capital Advisory's EVRG Position: Q2 2026 in Review

American Capital Advisory held its Evergy (EVRG) position steady in Q2 2026 at 11 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #795.

American Capital Advisory first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • American Capital Advisory held 11 shares of Evergy worth $951 as of Q2 2026.
  • American Capital Advisory left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #795 holding.
  • American Capital Advisory first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.