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Bay Harbor Wealth Management’s Evergy EVRG Stock Holding History

Bay Harbor 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 		$3.37K Buy
39
+11
+39% +$911 ﹤0.01% 520
2026
Q1 		$2.29K Buy
28
+6
+27% +$474 ﹤0.01% 535
2025
Q4 		$1.59K Buy
22
+8
+57% +$607 ﹤0.01% 533
2025
Q3 		$1.06K Buy
14
+3
+27% +$214 ﹤0.01% 513
2025
Q2 		$758 Buy
11
+7
+175% +$470 ﹤0.01% 522
2025
Q1 		$275 Buy
+4
New +$262 ﹤0.01% 580

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

Bay Harbor Wealth Management's EVRG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Evergy (EVRG) stake by 39% in Q2 2026, buying an estimated $911 and bringing the position to 39 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Bay Harbor Wealth Management first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bay Harbor Wealth Management held 39 shares of Evergy worth $3.37K as of Q2 2026.
  • Bay Harbor Wealth Management bought 11 Evergy shares in Q2 2026, an estimated $911.
  • Evergy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Bay Harbor Wealth Management first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.