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Beese Fulmer Investment Management’s Evergy EVRG Stock Holding History

Beese Fulmer Investment 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 		– Sell
-2,685
Closed -$220K – 440
2026
Q1 		$220K Buy
+2,685
New +$212K 0.01% 395
2020
Q3 		– Sell
-800
Closed -$47K – 304
2020
Q2 		$47K Buy
+800
New +$47.4K 0.01% 327

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

Beese Fulmer Investment Management's EVRG Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,685 shares — an estimated $220K sold.

Beese Fulmer Investment Management first reported a position in EVRG in Q2 2020 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,685 Evergy shares in Q2 2026, an estimated $220K.
  • Beese Fulmer Investment Management first reported a position in Evergy in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Evergy position peaked at $220K in Q1 2026.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.