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Bleakley Financial Group’s Evergy EVRG Stock Holding History

Bleakley Financial Group’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 		$1.18M Buy
13,696
+2,471
+22% +$205K 0.02% 603
2026
Q1 		$920K Buy
11,225
+779
+7% +$61.6K 0.01% 534
2025
Q4 		$757K Buy
+10,446
New +$792K 0.01% 526
2025
Q1 		– Sell
-3,842
Closed -$236K – 656
2024
Q4 		$236K Buy
3,842
+510
+15% +$31.5K 0.01% 894
2024
Q3 		$207K Buy
+3,332
New +$194K 0.01% 919
2024
Q1 		– Sell
-10,012
Closed -$523K – 1003
2023
Q4 		$523K Buy
10,012
+568
+6% +$28.6K 0.02% 577
2023
Q3 		$479K Sell
9,444
-912
-9% -$51.8K 0.02% 550
2023
Q2 		$605K Buy
10,356
+933
+10% +$56.3K 0.02% 534
2023
Q1 		$576K Buy
9,423
+413
+5% +$25.1K 0.02% 534
2022
Q4 		$567K Buy
+9,010
New +$541K 0.02% 521

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Bleakley Financial Group's EVRG Position: Q2 2026 in Review

Bleakley Financial Group increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $205K and bringing the position to 13,696 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #603.

Bleakley Financial Group first reported a position in EVRG in Q4 2022 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bleakley Financial Group held 13,696 shares of Evergy worth $1.18M as of Q2 2026.
  • Bleakley Financial Group bought 2,471 Evergy shares in Q2 2026, an estimated $205K.
  • Evergy made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #603 holding.
  • Bleakley Financial Group first reported a position in Evergy in Q4 2022 and has held it in 10 quarters since.
  • 514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.