Basepoint Wealth’s Evergy EVRG Stock Holding History

Basepoint Wealth’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	$8.11K	Buy	94 +51	+119%	+$4.22K	﹤0.01%	429
2026 Q1	$3.56K	Hold	43	–	–	﹤0.01%	505
2025 Q4	$3.12K	Buy	+43	New	+$3.26K	﹤0.01%	492

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

Basepoint Wealth's EVRG Position: Q2 2026 in Review

Basepoint Wealth increased its Evergy (EVRG) stake by 119% in Q2 2026, buying an estimated $4.22K and bringing the position to 94 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Basepoint Wealth first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Basepoint Wealth held 94 shares of Evergy worth $8.11K as of Q2 2026.
Basepoint Wealth bought 51 Evergy shares in Q2 2026, an estimated $4.22K.
Evergy made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #429 holding.
Basepoint Wealth first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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