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B. Riley Wealth Advisors’s Evergy EVRG Stock Holding History

B. Riley Wealth Advisors’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 		$574K Sell
6,601
-109
-2% -$9.03K 0.03% 435
2026
Q1 		$547K Sell
6,710
-390
-5% -$30.8K 0.03% 422
2025
Q4 		$515K Sell
7,100
-742
-9% -$56.3K 0.02% 505
2025
Q3 		$596K Sell
7,842
-636
-8% -$45.3K 0.03% 479
2025
Q2 		$584K Buy
+8,478
New +$570K 0.03% 479

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

B. Riley Wealth Advisors's EVRG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Evergy (EVRG) stake by 1.6% in Q2 2026, selling an estimated $9.03K and leaving 6,601 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #435.

B. Riley Wealth Advisors first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $596K in Q3 2025. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • B. Riley Wealth Advisors held 6,601 shares of Evergy worth $574K as of Q2 2026.
  • B. Riley Wealth Advisors sold 109 Evergy shares in Q2 2026, an estimated $9.03K.
  • Evergy made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #435 holding.
  • B. Riley Wealth Advisors first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • B. Riley Wealth Advisors's Evergy position peaked at $596K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.