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Balboa Wealth Partners’s Evergy EVRG Stock Holding History

Balboa Wealth 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 		$461K Sell
5,338
-1
-0% -$83 0.06% 255
2026
Q1 		$437K Sell
5,339
-27
-0.5% -$2.13K 0.07% 224
2025
Q4 		$389K Buy
5,366
+1
+0% +$76 0.06% 234
2025
Q3 		$408K Buy
5,365
+8
+0.1% +$570 0.07% 217
2025
Q2 		$369K Buy
+5,357
New +$360K 0.07% 207

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

Balboa Wealth Partners's EVRG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Evergy (EVRG) stake by 0.02% in Q2 2026, selling an estimated $83 and leaving 5,338 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #255.

Balboa Wealth Partners first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Balboa Wealth Partners held 5,338 shares of Evergy worth $461K as of Q2 2026.
  • Balboa Wealth Partners sold 1 Evergy share in Q2 2026, an estimated $83.
  • Evergy made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Balboa Wealth Partners first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.