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Arkadios Wealth Advisors’s Evergy EVRG Stock Holding History

Arkadios Wealth 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 		$567K Buy
6,558
+76
+1% +$6.29K 0.01% 1067
2026
Q1 		$531K Buy
6,482
+1,107
+21% +$87.5K 0.01% 1080
2025
Q4 		$390K Buy
+5,375
New +$408K 0.01% 1138
2021
Q4 		– Sell
-132
Closed -$8K – 935
2021
Q3 		$8K Buy
132
+1
+0.8% +$66 ﹤0.01% 1492
2021
Q2 		$7K Buy
+131
New +$8.2K ﹤0.01% 1621
2020
Q4 		– Sell
-76
Closed -$4.17K – 1386
2020
Q3 		$4.17K Buy
76
+17
+29% +$950 ﹤0.01% 872
2020
Q2 		$3.68K Sell
59
-66
-53% -$3.91K ﹤0.01% 818
2020
Q1 		$6.9K Hold
125
– – ﹤0.01% 715
2019
Q4 		$8.93K Buy
+125
New +$7.97K 0.01% 610

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

Arkadios Wealth Advisors's EVRG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Evergy (EVRG) stake by 1.2% in Q2 2026, buying an estimated $6.29K and bringing the position to 6,558 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #1067.

Arkadios Wealth Advisors first reported a position in EVRG in Q4 2019 and has held it in 9 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Arkadios Wealth Advisors held 6,558 shares of Evergy worth $567K as of Q2 2026.
  • Arkadios Wealth Advisors bought 76 Evergy shares in Q2 2026, an estimated $6.29K.
  • Evergy made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1067 holding.
  • Arkadios Wealth Advisors first reported a position in Evergy in Q4 2019 and has held it in 9 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.