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Atria Investments’s Evergy EVRG Stock Holding History

Atria Investments’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 		$1.25M Buy
14,438
+3,339
+30% +$276K 0.01% 995
2026
Q1 		$909K Buy
11,099
+1,103
+11% +$87.2K 0.01% 1109
2025
Q4 		$725K Buy
9,996
+2,077
+26% +$158K 0.01% 1239
2025
Q3 		$602K Sell
7,919
-555
-7% -$39.6K 0.01% 1322
2025
Q2 		$584K Sell
8,474
-24
-0.3% -$1.61K 0.01% 1334
2025
Q1 		$586K Buy
8,498
+482
+6% +$31.5K 0.01% 1268
2024
Q4 		$493K Buy
8,016
+4,030
+101% +$249K 0.01% 1336
2024
Q3 		$247K Sell
3,986
-257
-6% -$15K ﹤0.01% 1717
2024
Q2 		$225K Buy
+4,243
New +$226K ﹤0.01% 1752
2020
Q1 		– Sell
-7,057
Closed -$459K – 729
2019
Q4 		$459K Buy
7,057
+3,913
+124% +$250K 0.01% 817
2019
Q3 		$209K Buy
+3,144
New +$199K 0.01% 835

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atria Investments's EVRG Position: Q2 2026 in Review

Atria Investments increased its Evergy (EVRG) stake by 30% in Q2 2026, buying an estimated $276K and bringing the position to 14,438 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #995.

Atria Investments first reported a position in EVRG in Q3 2019 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Atria Investments held 14,438 shares of Evergy worth $1.25M as of Q2 2026.
  • Atria Investments bought 3,339 Evergy shares in Q2 2026, an estimated $276K.
  • Evergy made up 0.01% of Atria Investments's portfolio in Q2 2026, its #995 holding.
  • Atria Investments first reported a position in Evergy in Q3 2019 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.