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Beacon Investment Advisory Services’s Evergy EVRG Stock Holding History

Beacon Investment Advisory Services’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 		$14.6K Hold
169
– – ﹤0.01% 589
2026
Q1 		$13.8K Buy
+169
New +$13.4K ﹤0.01% 604

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

Beacon Investment Advisory Services's EVRG Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Evergy (EVRG) position steady in Q2 2026 at 169 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Beacon Investment Advisory Services first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Beacon Investment Advisory Services held 169 shares of Evergy worth $14.6K as of Q2 2026.
  • Beacon Investment Advisory Services left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #589 holding.
  • Beacon Investment Advisory Services first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.