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Avantra Family Wealth’s Evergy EVRG Stock Holding History

Avantra Family Wealth’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 		$613K Buy
7,094
+3,626
+105% +$300K 0.39% 84
2026
Q1 		$284K Buy
3,468
+172
+5% +$13.6K 0.21% 134
2025
Q4 		$239K Buy
3,296
+63
+2% +$4.78K 0.17% 145
2025
Q3 		$246K Buy
+3,233
New +$230K 0.18% 145

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

Avantra Family Wealth's EVRG Position: Q2 2026 in Review

Avantra Family Wealth increased its Evergy (EVRG) stake by 105% in Q2 2026, buying an estimated $300K and bringing the position to 7,094 shares worth $613K. The position accounts for 0.39% of the portfolio, ranked #84.

Avantra Family Wealth first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Avantra Family Wealth held 7,094 shares of Evergy worth $613K as of Q2 2026.
  • Avantra Family Wealth bought 3,626 Evergy shares in Q2 2026, an estimated $300K.
  • Evergy made up 0.39% of Avantra Family Wealth's portfolio in Q2 2026, its #84 holding.
  • Avantra Family Wealth first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.