Basecamp Wealth Advisors’s Evergy EVRG Stock Holding History

Basecamp 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	$40.1K	Hold	464	–	–	0.01%	602
2026 Q1	$38K	Hold	464	–	–	0.01%	622
2025 Q4	$33.6K	Buy	+464	New	+$35.2K	0.01%	630

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

Basecamp Wealth Advisors's EVRG Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Evergy (EVRG) position steady in Q2 2026 at 464 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #602.

Basecamp Wealth Advisors first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Basecamp Wealth Advisors held 464 shares of Evergy worth $40.1K as of Q2 2026.
Basecamp Wealth Advisors left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #602 holding.
Basecamp Wealth Advisors first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.