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Beacon Pointe Advisors’s Evergy EVRG Stock Holding History

Beacon Pointe 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 		$265K Sell
3,070
-869
-22% -$71.9K ﹤0.01% 1669
2026
Q1 		$323K Buy
+3,939
New +$311K ﹤0.01% 1499
2025
Q3 		– Sell
-3,301
Closed -$228K – 1423
2025
Q2 		$228K Buy
3,301
+227
+7% +$15.3K ﹤0.01% 1151
2025
Q1 		$212K Buy
+3,074
New +$201K ﹤0.01% 1137
2024
Q4 		– Sell
-3,413
Closed -$212K – 1229
2024
Q3 		$212K Buy
+3,413
New +$199K ﹤0.01% 1145
2024
Q1 		– Sell
-4,345
Closed -$227K – 1367
2023
Q4 		$227K Buy
4,345
+188
+5% +$9.46K ﹤0.01% 1173
2023
Q3 		$211K Buy
4,157
+710
+21% +$40.3K ﹤0.01% 1207
2023
Q2 		$201K Sell
3,447
-660
-16% -$39.9K ﹤0.01% 1012
2023
Q1 		$251K Buy
4,107
+643
+19% +$39.1K ﹤0.01% 996
2022
Q4 		$218K Buy
+3,464
New +$208K ﹤0.01% 971
2022
Q2 		– Sell
-3,242
Closed -$222K – 1097
2022
Q1 		$222K Buy
+3,242
New +$209K ﹤0.01% 1088
2021
Q4 		– Sell
-3,911
Closed -$243K – 954
2021
Q3 		$243K Buy
+3,911
New +$256K 0.01% 784

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 Pointe Advisors's EVRG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Evergy (EVRG) stake by 22% in Q2 2026, selling an estimated $71.9K and leaving 3,070 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Beacon Pointe Advisors first reported a position in EVRG in Q3 2021 and has held it in 12 quarters since. The position peaked at $323K in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Beacon Pointe Advisors held 3,070 shares of Evergy worth $265K as of Q2 2026.
  • Beacon Pointe Advisors sold 869 Evergy shares in Q2 2026, an estimated $71.9K.
  • Evergy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1669 holding.
  • Beacon Pointe Advisors first reported a position in Evergy in Q3 2021 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Evergy position peaked at $323K in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.