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Bell Investment Advisors’s Evergy EVRG Stock Holding History

Bell Investment 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 		$17.1K Hold
198
– – ﹤0.01% 526
2026
Q1 		$16.2K Hold
198
– – ﹤0.01% 510
2025
Q4 		$14.4K Hold
198
– – ﹤0.01% 562
2025
Q3 		$15.1K Sell
198
-10
-5% -$713 ﹤0.01% 496
2025
Q2 		$14.3K Buy
208
+109
+110% +$7.33K ﹤0.01% 545
2025
Q1 		$6.83K Hold
99
– – ﹤0.01% 764
2024
Q4 		$6.09K Buy
99
+12
+14% +$742 ﹤0.01% 832
2024
Q3 		$5.39K Sell
87
-29
-25% -$1.69K ﹤0.01% 892
2024
Q2 		$6.14K Buy
116
+20
+21% +$1.06K ﹤0.01% 828
2024
Q1 		$5.13K Buy
96
+10
+12% +$511 ﹤0.01% 905
2023
Q4 		$4.49K Buy
86
+32
+59% +$1.61K ﹤0.01% 937
2023
Q3 		$2.74K Buy
54
+3
+6% +$170 ﹤0.01% 1133
2023
Q2 		$2.98K Sell
51
-6
-11% -$362 ﹤0.01% 1093
2023
Q1 		$3.48K Buy
57
+7
+14% +$426 ﹤0.01% 968
2022
Q4 		$3.15K Sell
50
-15
-23% -$901 ﹤0.01% 1045
2022
Q3 		$4K Buy
65
+8
+14% +$538 ﹤0.01% 776
2022
Q2 		$4K Buy
+57
New +$3.87K ﹤0.01% 791
2021
Q4 		$4K Hold
56
– – ﹤0.01% 852
2021
Q3 		$3K Buy
+56
New +$3.67K ﹤0.01% 907

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bell Investment Advisors's EVRG Position: Q2 2026 in Review

Bell Investment Advisors held its Evergy (EVRG) position steady in Q2 2026 at 198 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Bell Investment Advisors first reported a position in EVRG in Q3 2021 and has held it in 19 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bell Investment Advisors held 198 shares of Evergy worth $17.1K as of Q2 2026.
  • Bell Investment Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #526 holding.
  • Bell Investment Advisors first reported a position in Evergy in Q3 2021 and has held it in 19 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.