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Barnes Wealth Management Group’s Evergy EVRG Stock Holding History

Barnes Wealth Management Group’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 		$261K Sell
3,020
-62
-2% -$5.13K 0.12% 156
2026
Q1 		$252K Buy
3,082
+31
+1% +$2.45K 0.13% 156
2025
Q4 		$221K Sell
3,051
-10
-0.3% -$759 0.12% 165
2025
Q3 		$233K Buy
3,061
+56
+2% +$3.99K 0.13% 155
2025
Q2 		$207K Buy
3,005
+96
+3% +$6.45K 0.12% 159
2025
Q1 		$201K Buy
+2,909
New +$190K 0.13% 158

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

Barnes Wealth Management Group's EVRG Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Evergy (EVRG) stake by 2% in Q2 2026, selling an estimated $5.13K and leaving 3,020 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #156.

Barnes Wealth Management Group first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Barnes Wealth Management Group held 3,020 shares of Evergy worth $261K as of Q2 2026.
  • Barnes Wealth Management Group sold 62 Evergy shares in Q2 2026, an estimated $5.13K.
  • Evergy made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #156 holding.
  • Barnes Wealth Management Group first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.