Black Diamond Financial’s Evergy EVRG Stock Holding History

Black Diamond Financial’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	$357K	Buy	4,129 +88	+2%	+$7.29K	0.03%	141
2026 Q1	$331K	Sell	4,041 -24	-0.6%	-$1.9K	0.04%	136
2025 Q4	$295K	Hold	4,065	–	–	0.03%	141
2025 Q3	$309K	Sell	4,065 -10	-0.2%	-$713	0.03%	125
2025 Q2	$281K	Hold	4,075	–	–	0.04%	109
2025 Q1	$281K	Buy	4,075 +10	+0.2%	+$654	0.04%	122
2024 Q4	$250K	Sell	4,065 -664	-14%	-$41.1K	0.04%	123
2024 Q3	$293K	Hold	4,729	–	–	0.05%	109
2024 Q2	$250K	Hold	4,729	–	–	0.05%	120
2024 Q1	$247K	Hold	4,729	–	–	0.07%	95
2023 Q4	$247K	Hold	4,729	–	–	0.07%	95
2023 Q3	$240K	Hold	4,729	–	–	0.07%	93
2023 Q2	$276K	Hold	4,729	–	–	0.08%	90
2023 Q1	$289K	Hold	4,729	–	–	0.09%	87
2022 Q4	$298K	Hold	4,729	–	–	0.11%	82
2022 Q3	$281K	Hold	4,729	–	–	0.11%	80
2022 Q2	$309K	Hold	4,729	–	–	0.12%	81
2022 Q1	$323K	Buy	+4,729	New	+$305K	0.1%	88

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Black Diamond Financial's EVRG Position: Q2 2026 in Review

Black Diamond Financial increased its Evergy (EVRG) stake by 2.2% in Q2 2026, buying an estimated $7.29K and bringing the position to 4,129 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #141.

Black Diamond Financial first reported a position in EVRG in Q1 2022 and has held it in 18 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Black Diamond Financial held 4,129 shares of Evergy worth $357K as of Q2 2026.
Black Diamond Financial bought 88 Evergy shares in Q2 2026, an estimated $7.29K.
Evergy made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #141 holding.
Black Diamond Financial first reported a position in Evergy in Q1 2022 and has held it in 18 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.