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Aptus Capital Advisors’s Evergy EVRG Stock Holding History

Aptus 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 		$421K Buy
4,876
+173
+4% +$14.3K ﹤0.01% 843
2026
Q1 		$385K Sell
4,703
-81
-2% -$6.4K ﹤0.01% 791
2025
Q4 		$347K Buy
4,784
+50
+1% +$3.79K ﹤0.01% 850
2025
Q3 		$360K Sell
4,734
-3,787
-44% -$270K ﹤0.01% 799
2025
Q2 		$587K Buy
+8,521
New +$573K ﹤0.01% 639
2023
Q1 		– Sell
-3,833
Closed -$241K – 821
2022
Q4 		$241K Buy
3,833
+18
+0.5% +$1.08K 0.01% 445
2022
Q3 		$227K Buy
+3,815
New +$257K 0.01% 422

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

Aptus Capital Advisors's EVRG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Evergy (EVRG) stake by 3.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,876 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Aptus Capital Advisors first reported a position in EVRG in Q3 2022 and has held it in 7 quarters since. The position peaked at $587K in Q2 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Aptus Capital Advisors held 4,876 shares of Evergy worth $421K as of Q2 2026.
  • Aptus Capital Advisors bought 173 Evergy shares in Q2 2026, an estimated $14.3K.
  • Evergy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #843 holding.
  • Aptus Capital Advisors first reported a position in Evergy in Q3 2022 and has held it in 7 quarters since.
  • Aptus Capital Advisors's Evergy position peaked at $587K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.