Bedel Financial Consulting’s Evergy EVRG Stock Holding History

Bedel Financial Consulting’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	$261K	Sell	3,022 -54	-2%	-$4.47K	0.02%	267
2026 Q1	$252K	Hold	3,076	–	–	0.03%	251
2025 Q4	$223K	Hold	3,076	–	–	0.02%	264
2025 Q3	$234K	Buy	3,076 +30	+1%	+$2.14K	0.03%	251
2025 Q2	$210K	Hold	3,046	–	–	0.03%	263
2025 Q1	$211K	Sell	3,046 -75	-2%	-$4.91K	0.03%	249
2024 Q4	$203K	Buy	+3,121	New	+$193K	0.03%	260
2023 Q1	–	Sell	-3,180	Closed	-$200K	–	231
2022 Q4	$200K	Sell	3,180 -160	-5%	-$9.61K	0.05%	221
2022 Q3	$205K	Sell	3,340 -631	-16%	-$42.5K	0.05%	202
2022 Q2	$259K	Sell	3,971 -226	-5%	-$15.3K	0.08%	162
2022 Q1	$287K	Sell	4,197 -955	-19%	-$61.6K	0.09%	149
2021 Q4	$354K	Buy	5,152 +2,512	+95%	+$163K	0.11%	129
2021 Q3	$164K	Hold	2,640	–	–	0.06%	206
2021 Q2	$160K	Buy	2,640 +2,480	+1,550%	+$155K	0.06%	205
2021 Q1	$10K	Buy	160 +1	+0.6%	+$55	﹤0.01%	635
2020 Q4	$9K	Hold	159	–	–	﹤0.01%	563
2020 Q3	$8K	Hold	159	–	–	﹤0.01%	537
2020 Q2	$9K	Hold	159	–	–	﹤0.01%	504
2020 Q1	$9K	Hold	159	–	–	0.01%	488
2019 Q4	$10K	Hold	159	–	–	0.01%	504
2019 Q3	$11K	Hold	159	–	–	0.01%	467
2019 Q2	$10K	Hold	159	–	–	0.01%	490
2019 Q1	$9K	Hold	159	–	–	0.01%	498
2018 Q4	$9K	Hold	159	–	–	0.01%	470
2018 Q3	$8K	Hold	159	–	–	0.01%	504
2018 Q2	$9K	Buy	+159	New	+$8.52K	0.01%	486

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

Bedel Financial Consulting's EVRG Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Evergy (EVRG) stake by 1.8% in Q2 2026, selling an estimated $4.47K and leaving 3,022 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #267.

Bedel Financial Consulting first reported a position in EVRG in Q2 2018 and has held it in 26 quarters since. The position peaked at $354K in Q4 2021. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Bedel Financial Consulting held 3,022 shares of Evergy worth $261K as of Q2 2026.
Bedel Financial Consulting sold 54 Evergy shares in Q2 2026, an estimated $4.47K.
Evergy made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #267 holding.
Bedel Financial Consulting first reported a position in Evergy in Q2 2018 and has held it in 26 quarters since.
Bedel Financial Consulting's Evergy position peaked at $354K in Q4 2021.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.