Bartlett & Co Wealth Management’s Evergy EVRG Stock Holding History

Bartlett & Co Wealth Management’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	$3.28K	Hold	38	–	–	﹤0.01%	1123
2026 Q1	$3.12K	Buy	38 +2	+6%	+$158	﹤0.01%	1073
2025 Q4	$2.61K	Hold	36	–	–	﹤0.01%	1102
2025 Q3	$2.74K	Buy	36 +34	+1,700%	+$2.42K	﹤0.01%	1072
2025 Q2	$138	Hold	2	–	–	﹤0.01%	1215
2025 Q1	$138	Buy	+2	New	+$131	﹤0.01%	1191
2024 Q2	–	Sell	-89	Closed	-$4.75K	–	1150
2024 Q1	$4.75K	Hold	89	–	–	﹤0.01%	976
2023 Q4	$4.65K	Hold	89	–	–	﹤0.01%	1084
2023 Q3	$4.51K	Hold	89	–	–	﹤0.01%	1005
2023 Q2	$5.2K	Hold	89	–	–	﹤0.01%	983
2023 Q1	$5.44K	Hold	89	–	–	﹤0.01%	884
2022 Q4	$5.6K	Sell	89 -100	-53%	-$6.01K	﹤0.01%	903
2022 Q3	$11.2K	Hold	189	–	–	﹤0.01%	805
2022 Q2	$12.3K	Hold	189	–	–	﹤0.01%	826
2022 Q1	$12.9K	Buy	+189	New	+$12.2K	﹤0.01%	796
2021 Q1	–	Sell	-385	Closed	-$21.4K	–	1132
2020 Q4	$21.4K	Buy	385 +26	+7%	+$1.43K	﹤0.01%	658
2020 Q3	$18.2K	Buy	+359	New	+$20.1K	﹤0.01%	623
2020 Q2	–	Sell	-956	Closed	-$52.6K	–	855
2020 Q1	$52.6K	Hold	956	–	–	﹤0.01%	452
2019 Q4	$62.2K	Hold	956	–	–	﹤0.01%	493
2019 Q3	$63.6K	Buy	+956	New	+$60.5K	﹤0.01%	478

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

Bartlett & Co Wealth Management's EVRG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 38 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Bartlett & Co Wealth Management first reported a position in EVRG in Q3 2019 and has held it in 20 quarters since. The position peaked at $63.6K in Q3 2019. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Bartlett & Co Wealth Management held 38 shares of Evergy worth $3.28K as of Q2 2026.
Bartlett & Co Wealth Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1123 holding.
Bartlett & Co Wealth Management first reported a position in Evergy in Q3 2019 and has held it in 20 quarters since.
Bartlett & Co Wealth Management's Evergy position peaked at $63.6K in Q3 2019.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.