AFC
EVRG icon

Ares Financial Consulting’s Evergy EVRG Stock Holding History

Ares Financial Consulting’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 		$37.2K Hold
430
– – 0.03% 280
2026
Q1 		$35.4K Buy
430
+330
+330% +$26.1K 0.03% 272
2025
Q4 		$7.25K Buy
+100
New +$7.59K 0.01% 407

Other funds holding EVRG

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Mitsubishi UFJ Trust & Banking
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Ares Financial Consulting's EVRG Position: Q2 2026 in Review

Ares Financial Consulting held its Evergy (EVRG) position steady in Q2 2026 at 430 shares worth $37.2K. The position accounts for 0.03% of the portfolio, ranked #280.

Ares Financial Consulting first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ares Financial Consulting held 430 shares of Evergy worth $37.2K as of Q2 2026.
  • Ares Financial Consulting left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #280 holding.
  • Ares Financial Consulting first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.