AAP
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Arax Advisory Partners’s Evergy EVRG Stock Holding History

Arax Advisory Partners’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 		$2.31M Buy
26,682
+21,141
+382% +$1.75M 0.02% 787
2026
Q1 		$454K Sell
5,541
-518
-9% -$40.9K 0.01% 687
2025
Q4 		$439K Sell
6,059
-4,164
-41% -$316K 0.01% 649
2025
Q3 		$777K Buy
10,223
+8,257
+420% +$588K 0.01% 735
2025
Q2 		$136K Buy
1,966
+26
+1% +$1.75K 0.01% 809
2025
Q1 		$134K Sell
1,940
-1,387
-42% -$90.8K 0.01% 638
2024
Q4 		$205K Buy
3,327
+24
+0.7% +$1.48K 0.01% 477
2024
Q3 		$205K Buy
3,303
+30
+0.9% +$1.75K 0.02% 341
2024
Q2 		$173K Buy
3,273
+1,062
+48% +$56.5K 0.02% 358
2024
Q1 		$118K Buy
2,211
+27
+1% +$1.38K 0.01% 364
2023
Q4 		$114K Sell
2,184
-594
-21% -$29.9K 0.01% 355
2023
Q3 		$141K Buy
2,778
+31
+1% +$1.76K 0.02% 301
2023
Q2 		$160K Buy
2,747
+28
+1% +$1.69K 0.02% 276
2023
Q1 		$166K Buy
2,719
+29
+1% +$1.76K 0.02% 265
2022
Q4 		$169K Buy
2,690
+26
+1% +$1.56K 0.02% 250
2022
Q3 		$158K Hold
2,664
– – 0.02% 235
2022
Q2 		$174K Hold
2,664
– – 0.03% 231
2022
Q1 		$182K Hold
2,664
– – 0.02% 255
2021
Q4 		$183K Hold
2,664
– – 0.02% 251
2021
Q3 		$166K Hold
2,664
– – 0.02% 250
2021
Q2 		$161K Buy
+2,664
New +$167K 0.02% 257
2020
Q4 		$148K Sell
2,664
-362
-12% -$19.9K 0.02% 240
2020
Q3 		$154K Hold
3,026
– – 0.03% 217
2020
Q2 		$179K Hold
3,026
– – 0.03% 179
2020
Q1 		$167K Sell
3,026
-121
-4% -$7.95K 0.04% 171
2019
Q4 		$205K Buy
3,147
+1
+0% +$64 0.06% 152
2019
Q3 		$209K Buy
3,146
+1
+0% +$63 0.06% 143
2019
Q2 		$189K Buy
+3,145
New +$184K 0.06% 149
2018
Q4 		$178K Buy
3,143
+1
+0% +$58 0.07% 135
2018
Q3 		$173K Buy
+3,142
New +$178K 0.07% 129

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

Arax Advisory Partners's EVRG Position: Q2 2026 in Review

Arax Advisory Partners increased its Evergy (EVRG) stake by 382% in Q2 2026, buying an estimated $1.75M and bringing the position to 26,682 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #787.

Arax Advisory Partners first reported a position in EVRG in Q3 2018 and has held it in 30 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Arax Advisory Partners held 26,682 shares of Evergy worth $2.31M as of Q2 2026.
  • Arax Advisory Partners bought 21,141 Evergy shares in Q2 2026, an estimated $1.75M.
  • Evergy made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #787 holding.
  • Arax Advisory Partners first reported a position in Evergy in Q3 2018 and has held it in 30 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.