Annis Gardner Whiting Capital Advisors’s Evergy EVRG Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-101	Closed	-$8.27K	–	622
2026 Q1	$8.27K	Buy	101 +9	+10%	+$711	﹤0.01%	894
2025 Q4	$6.67K	Hold	92	–	–	﹤0.01%	833
2025 Q3	$6.99K	Hold	92	–	–	﹤0.01%	747
2025 Q2	$6.34K	Hold	92	–	–	﹤0.01%	814
2025 Q1	$6.34K	Hold	92	–	–	﹤0.01%	600
2024 Q4	$5.66K	Sell	92 -1	-1%	-$62	﹤0.01%	601
2024 Q3	$5.77K	Sell	93 -337	-78%	-$19.6K	﹤0.01%	619
2024 Q2	$22.8K	Hold	430	–	–	0.01%	542
2024 Q1	$23K	Buy	430 +337	+362%	+$17.2K	0.01%	526
2023 Q4	$4.86K	Sell	93 -8	-8%	-$403	﹤0.01%	548
2023 Q3	$5.12K	Buy	+101	New	+$5.73K	﹤0.01%	524

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

Annis Gardner Whiting Capital Advisors's EVRG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 101 shares — an estimated $8.27K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EVRG in Q3 2023 and held it in 11 quarters. The position peaked at $23K in Q1 2024. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 101 Evergy shares in Q2 2026, an estimated $8.27K.
Annis Gardner Whiting Capital Advisors first reported a position in Evergy in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Evergy position peaked at $23K in Q1 2024.
939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.