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Bogart Wealth LLC’s Evergy EVRG Stock Holding History

Bogart Wealth 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 		$30.3K Buy
351
+9
+3% +$745 ﹤0.01% 673
2026
Q1 		$28K Buy
342
+3
+0.9% +$237 ﹤0.01% 632
2025
Q4 		$24.6K Buy
339
+3
+0.9% +$228 ﹤0.01% 633
2025
Q3 		$25.6K Buy
336
+8
+2% +$570 ﹤0.01% 606
2025
Q2 		$22.6K Buy
+328
New +$22K ﹤0.01% 601

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

Bogart Wealth LLC's EVRG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Evergy (EVRG) stake by 2.6% in Q2 2026, buying an estimated $745 and bringing the position to 351 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Bogart Wealth LLC first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bogart Wealth LLC held 351 shares of Evergy worth $30.3K as of Q2 2026.
  • Bogart Wealth LLC bought 9 Evergy shares in Q2 2026, an estimated $745.
  • Evergy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #673 holding.
  • Bogart Wealth LLC first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.