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BFSG LLC’s Evergy EVRG Stock Holding History

BFSG LLC’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 		$179K Sell
2,075
-642
-24% -$53.2K 0.02% 312
2026
Q1 		$223K Buy
2,717
+1,779
+190% +$141K 0.02% 260
2025
Q4 		$68K Buy
938
+121
+15% +$9.18K 0.01% 383
2025
Q3 		$62.1K Buy
817
+152
+23% +$10.8K 0.01% 390
2025
Q2 		$45.8K Buy
665
+300
+82% +$20.2K 0.01% 398
2025
Q1 		$25.2K Buy
+365
New +$23.9K ﹤0.01% 424

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

BFSG LLC's EVRG Position: Q2 2026 in Review

BFSG LLC reduced its Evergy (EVRG) stake by 24% in Q2 2026, selling an estimated $53.2K and leaving 2,075 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #312.

BFSG LLC first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $223K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • BFSG LLC held 2,075 shares of Evergy worth $179K as of Q2 2026.
  • BFSG LLC sold 642 Evergy shares in Q2 2026, an estimated $53.2K.
  • Evergy made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #312 holding.
  • BFSG LLC first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • BFSG LLC's Evergy position peaked at $223K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.