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Bellevue Asset Management’s Evergy EVRG Stock Holding History

Bellevue Asset 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 		$7.49K Buy
86
+1
+1% +$83 ﹤0.01% 320
2026
Q1 		$7.04K Hold
85
– – ﹤0.01% 305
2025
Q4 		$6.18K Buy
85
+1
+1% +$76 ﹤0.01% 321
2025
Q3 		$6.42K Buy
84
+1
+1% +$71 ﹤0.01% 322
2025
Q2 		$5.76K Buy
83
+1
+1% +$67 ﹤0.01% 325
2025
Q1 		$5.71K Hold
82
– – ﹤0.01% 315
2024
Q4 		$5.05K Buy
+82
New +$5.07K ﹤0.01% 345

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

Bellevue Asset Management's EVRG Position: Q2 2026 in Review

Bellevue Asset Management increased its Evergy (EVRG) stake by 1.2% in Q2 2026, buying an estimated $83 and bringing the position to 86 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Bellevue Asset Management first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bellevue Asset Management held 86 shares of Evergy worth $7.49K as of Q2 2026.
  • Bellevue Asset Management bought 1 Evergy share in Q2 2026, an estimated $83.
  • Evergy made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #320 holding.
  • Bellevue Asset Management first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.