Avion Wealth’s Evergy EVRG Stock Holding History

Avion 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	$41K	Hold	485	–	–	0.01%	269
2026 Q1	$39K	Hold	485	–	–	0.01%	234
2025 Q4	$35K	Sell	485 -1	-0.2%	-$76	0.01%	256
2025 Q3	$36K	Hold	486	–	–	0.01%	253
2025 Q2	$33K	Buy	486 +16	+3%	+$1.07K	0.01%	245
2025 Q1	$28K	Hold	470	–	–	0.01%	250
2024 Q4	$28K	Buy	470 +8	+2%	+$495	0.01%	250
2024 Q3	$28K	Buy	462 +341	+282%	+$19.8K	0.01%	223
2024 Q2	$6K	Sell	121 -22	-15%	-$1.17K	﹤0.01%	428
2024 Q1	$8K	Buy	143 +10	+8%	+$511	﹤0.01%	352
2023 Q4	$7K	Buy	133 +1	+0.8%	+$50	﹤0.01%	328
2023 Q3	$6K	Buy	132 +11	+9%	+$625	﹤0.01%	329
2023 Q2	$7K	Hold	121	–	–	﹤0.01%	320
2023 Q1	$7K	Buy	121 +8	+7%	+$487	﹤0.01%	285
2022 Q4	$6K	Hold	113	–	–	﹤0.01%	299
2022 Q3	$7K	Hold	113	–	–	﹤0.01%	294
2022 Q2	$7K	Buy	113 +22	+24%	+$1.49K	﹤0.01%	289
2022 Q1	$6K	Hold	91	–	–	﹤0.01%	273
2021 Q4	$6K	Hold	91	–	–	﹤0.01%	274
2021 Q3	$6K	Hold	91	–	–	﹤0.01%	267
2021 Q2	$5K	Hold	91	–	–	﹤0.01%	270
2021 Q1	$5K	Hold	91	–	–	﹤0.01%	258
2020 Q4	$5K	Hold	91	–	–	﹤0.01%	273
2020 Q3	$5K	Hold	91	–	–	﹤0.01%	229
2020 Q2	$5K	Hold	91	–	–	﹤0.01%	197
2020 Q1	$5K	Buy	+91	New	+$5.98K	﹤0.01%	204

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Avion Wealth's EVRG Position: Q2 2026 in Review

Avion Wealth held its Evergy (EVRG) position steady in Q2 2026 at 485 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #269.

Avion Wealth first reported a position in EVRG in Q1 2020 and has held it in 26 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Avion Wealth held 485 shares of Evergy worth $41K as of Q2 2026.
Avion Wealth left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #269 holding.
Avion Wealth first reported a position in Evergy in Q1 2020 and has held it in 26 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.