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Atomi Financial Group’s Evergy EVRG Stock Holding History

Atomi Financial Group’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 		$775K Buy
8,969
+480
+6% +$39.7K 0.02% 572
2026
Q1 		$695K Buy
8,489
+17
+0.2% +$1.34K 0.02% 569
2025
Q4 		$614K Buy
8,472
+498
+6% +$37.8K 0.02% 601
2025
Q3 		$606K Buy
7,974
+1,274
+19% +$90.8K 0.02% 568
2025
Q2 		$462K Buy
6,700
+142
+2% +$9.54K 0.02% 628
2025
Q1 		$452K Sell
6,558
-531
-7% -$34.8K 0.02% 579
2024
Q4 		$436K Buy
7,089
+844
+14% +$52.2K 0.02% 533
2024
Q3 		$387K Buy
6,245
+1,033
+20% +$60.1K 0.02% 562
2024
Q2 		$276K Sell
5,212
-142
-3% -$7.55K 0.02% 610
2024
Q1 		$286K Buy
+5,354
New +$274K 0.03% 552

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

Atomi Financial Group's EVRG Position: Q2 2026 in Review

Atomi Financial Group increased its Evergy (EVRG) stake by 5.7% in Q2 2026, buying an estimated $39.7K and bringing the position to 8,969 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #572.

Atomi Financial Group first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Atomi Financial Group held 8,969 shares of Evergy worth $775K as of Q2 2026.
  • Atomi Financial Group bought 480 Evergy shares in Q2 2026, an estimated $39.7K.
  • Evergy made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #572 holding.
  • Atomi Financial Group first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.