Aprio Wealth Management’s Evergy EVRG Stock Holding History

Aprio 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	$233K	Buy	2,700 +1	+0%	+$83	0.01%	580
2026 Q1	$221K	Buy	+2,699	New	+$213K	0.01%	574

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

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

Aprio Wealth Management increased its Evergy (EVRG) stake by 0.04% in Q2 2026, buying an estimated $83 and bringing the position to 2,700 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #580.

Aprio Wealth Management 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.

Aprio Wealth Management held 2,700 shares of Evergy worth $233K as of Q2 2026.
Aprio Wealth Management bought 1 Evergy share in Q2 2026, an estimated $83.
Evergy made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #580 holding.
Aprio Wealth Management 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.