Beaird Harris Wealth Management’s Evergy EVRG Stock Holding History

Beaird Harris 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	$75.4K	Hold	872	–	–	﹤0.01%	231
2026 Q1	$71.4K	Hold	872	–	–	﹤0.01%	213
2025 Q4	$63.2K	Sell	872 -151	-15%	-$11.5K	﹤0.01%	232
2025 Q3	$77.8K	Buy	1,023 +5	+0.5%	+$356	0.01%	205
2025 Q2	$70.2K	Buy	1,018 +225	+28%	+$15.1K	0.01%	220
2025 Q1	$54.7K	Hold	793	–	–	﹤0.01%	213
2024 Q4	$48.8K	Buy	+793	New	+$49K	﹤0.01%	230
2023 Q1	–	Sell	-84	Closed	-$5.29K	–	560
2022 Q4	$5.29K	Buy	+84	New	+$5.04K	﹤0.01%	405
2022 Q1	–	Sell	-700	Closed	-$48K	–	640
2021 Q4	$48K	Buy	+700	New	+$45.5K	0.02%	240

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

Beaird Harris Wealth Management's EVRG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 872 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Beaird Harris Wealth Management first reported a position in EVRG in Q4 2021 and has held it in 9 quarters since. The position peaked at $77.8K in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Beaird Harris Wealth Management held 872 shares of Evergy worth $75.4K as of Q2 2026.
Beaird Harris Wealth Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #231 holding.
Beaird Harris Wealth Management first reported a position in Evergy in Q4 2021 and has held it in 9 quarters since.
Beaird Harris Wealth Management's Evergy position peaked at $77.8K in Q3 2025.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.