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Apollon Wealth Management’s Evergy EVRG Stock Holding History

Apollon Wealth 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 		$444K Buy
5,138
+1,030
+25% +$85.3K 0.01% 1073
2026
Q1 		$337K Buy
4,108
+231
+6% +$18.3K 0.01% 1052
2025
Q4 		$281K Buy
3,877
+100
+3% +$7.59K ﹤0.01% 1089
2025
Q3 		$287K Sell
3,777
-2,233
-37% -$159K 0.01% 1060
2025
Q2 		$414K Buy
6,010
+1,365
+29% +$91.7K 0.01% 869
2025
Q1 		$320K Buy
+4,645
New +$304K 0.01% 936
2020
Q3 		– Sell
-230
Closed -$14K – 320
2020
Q2 		$14K Buy
+230
New +$13.6K 0.01% 435

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

Apollon Wealth Management's EVRG Position: Q2 2026 in Review

Apollon Wealth Management increased its Evergy (EVRG) stake by 25% in Q2 2026, buying an estimated $85.3K and bringing the position to 5,138 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #1073.

Apollon Wealth Management first reported a position in EVRG in Q2 2020 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Apollon Wealth Management held 5,138 shares of Evergy worth $444K as of Q2 2026.
  • Apollon Wealth Management bought 1,030 Evergy shares in Q2 2026, an estimated $85.3K.
  • Evergy made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1073 holding.
  • Apollon Wealth Management first reported a position in Evergy in Q2 2020 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.