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Ausdal Financial Partners’s Evergy EVRG Stock Holding History

Ausdal Financial 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 		– Sell
-2,642
Closed -$216K – 1064
2026
Q1 		$216K Buy
+2,642
New +$209K 0.01% 908
2025
Q4 		– Sell
-2,682
Closed -$204K – 956
2025
Q3 		$204K Buy
+2,682
New +$191K 0.01% 888

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State Street
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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Ausdal Financial Partners's EVRG Position: Q2 2026 in Review

Ausdal Financial Partners sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,642 shares — an estimated $216K sold.

Ausdal Financial Partners first reported a position in EVRG in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ausdal Financial Partners reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,642 Evergy shares in Q2 2026, an estimated $216K.
  • Ausdal Financial Partners first reported a position in Evergy in Q3 2025 and held it in 2 quarters.
  • Ausdal Financial Partners's Evergy position peaked at $216K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.