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Brookmont Capital Management’s Evergy EVRG Stock Holding History

Brookmont Capital Management’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 		$1.58M Sell
18,246
-47
-0.3% -$3.89K 0.85% 37
2026
Q1 		$1.5M Buy
18,293
+1,436
+9% +$113K 0.84% 34
2025
Q4 		$1.22M Buy
16,857
+1
+0% +$76 0.71% 36
2025
Q3 		$1.28M Sell
16,856
-299
-2% -$21.3K 0.71% 33
2025
Q2 		$1.18M Sell
17,155
-454
-3% -$30.5K 0.68% 36
2025
Q1 		$1.21M Sell
17,609
-786
-4% -$51.4K 0.69% 34
2024
Q4 		$1.13M Sell
18,395
-3
-0% -$186 0.61% 37
2024
Q3 		$1.14M Sell
18,398
-523
-3% -$30.4K 0.59% 36
2024
Q2 		$1M Sell
18,921
-864
-4% -$46K 0.55% 37
2024
Q1 		$1.06M Buy
19,785
+145
+0.7% +$7.41K 0.56% 37
2023
Q4 		$1.03M Sell
19,640
-58
-0.3% -$2.92K 0.57% 38
2023
Q3 		$999K Sell
19,698
-128
-0.6% -$7.27K 0.62% 34
2023
Q2 		$1.16M Buy
19,826
+28
+0.1% +$1.69K 0.7% 34
2023
Q1 		$1.21M Buy
19,798
+22
+0.1% +$1.34K 0.76% 34
2022
Q4 		$1.24M Sell
19,776
-571
-3% -$34.3K 0.76% 33
2022
Q3 		$1.21M Buy
20,347
+1,163
+6% +$78.2K 0.84% 33
2022
Q2 		$1.25M Buy
19,184
+145
+0.8% +$9.83K 0.86% 34
2022
Q1 		$1.3M Buy
19,039
+258
+1% +$16.6K 0.78% 35
2021
Q4 		$1.29M Sell
18,781
-669
-3% -$43.5K 0.68% 34
2021
Q3 		$1.21M Buy
19,450
+203
+1% +$13.3K 0.71% 34
2021
Q2 		$1.16M Buy
19,247
+32
+0.2% +$2K 0.7% 35
2021
Q1 		$1.14M Buy
+19,215
New +$1.06M 0.74% 36

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

Brookmont Capital Management's EVRG Position: Q2 2026 in Review

Brookmont Capital Management reduced its Evergy (EVRG) stake by 0.26% in Q2 2026, selling an estimated $3.89K and leaving 18,246 shares worth $1.58M. The position accounts for 0.85% of the portfolio, ranked #37.

Brookmont Capital Management first reported a position in EVRG in Q1 2021 and has held it in 22 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Brookmont Capital Management held 18,246 shares of Evergy worth $1.58M as of Q2 2026.
  • Brookmont Capital Management sold 47 Evergy shares in Q2 2026, an estimated $3.89K.
  • Evergy made up 0.85% of Brookmont Capital Management's portfolio in Q2 2026, its #37 holding.
  • Brookmont Capital Management first reported a position in Evergy in Q1 2021 and has held it in 22 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.