BEI
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Benjamin Edwards Inc’s Evergy EVRG Stock Holding History

Benjamin Edwards Inc’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 		$699K Buy
8,086
+1,069
+15% +$88.5K 0.01% 940
2026
Q1 		$575K Sell
7,017
-212
-3% -$16.8K 0.01% 947
2025
Q4 		$524K Buy
7,229
+651
+10% +$49.4K 0.01% 941
2025
Q3 		$500K Sell
6,578
-243
-4% -$17.3K 0.01% 932
2025
Q2 		$470K Sell
6,821
-742
-10% -$49.9K 0.01% 865
2025
Q1 		$521K Sell
7,563
-84,010
-92% -$5.5M 0.01% 766
2024
Q4 		$5.64M Buy
91,573
+10,014
+12% +$619K 0.08% 246
2024
Q3 		$5.06M Buy
81,559
+80,703
+9,428% +$4.7M 0.07% 261
2024
Q2 		$45K Buy
856
+277
+48% +$14.7K 0.01% 509
2024
Q1 		$31K Sell
579
-2,713
-82% -$139K 0.01% 533
2023
Q4 		$172K Sell
3,292
-64
-2% -$3.22K 0.04% 346
2023
Q3 		$170K Sell
3,356
-75
-2% -$4.26K 0.04% 308
2023
Q2 		$200K Sell
3,431
-3,255
-49% -$197K 0.05% 275
2023
Q1 		$409K Sell
6,686
-53,551
-89% -$3.26M 0.1% 197
2022
Q4 		$3.79M Buy
60,237
+1,103
+2% +$66.2K 1% 17
2022
Q3 		$3.51M Buy
59,134
+727
+1% +$48.9K 1.05% 14
2022
Q2 		$3.81M Buy
58,407
+912
+2% +$61.9K 1.12% 11
2022
Q1 		$3.93M Buy
57,495
+2,186
+4% +$141K 1.14% 10
2021
Q4 		$3.79M Buy
55,309
+45,083
+441% +$2.93M 1.23% 15
2021
Q3 		$636K Buy
+10,226
New +$671K 0.39% 89
2020
Q3 		– Sell
-285
Closed -$17K – 361
2020
Q2 		$17K Hold
285
– – 0.01% 263
2020
Q1 		$16K Buy
285
+90
+46% +$5.91K 0.02% 254
2019
Q4 		$13K Sell
195
-5,686
-97% -$363K 0.03% 207
2019
Q3 		$391K Buy
5,881
+878
+18% +$55.5K 0.85% 31
2019
Q2 		$301K Buy
5,003
+3,748
+299% +$219K 0.73% 31
2019
Q1 		$73K Buy
+1,255
New +$71.4K 0.35% 89

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

Benjamin Edwards Inc's EVRG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Evergy (EVRG) stake by 15% in Q2 2026, buying an estimated $88.5K and bringing the position to 8,086 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #940.

Benjamin Edwards Inc first reported a position in EVRG in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.64M in Q4 2024. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Benjamin Edwards Inc held 8,086 shares of Evergy worth $699K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,069 Evergy shares in Q2 2026, an estimated $88.5K.
  • Evergy made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #940 holding.
  • Benjamin Edwards Inc first reported a position in Evergy in Q1 2019 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's Evergy position peaked at $5.64M in Q4 2024.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.