Brookstone Capital Management’s Evergy EVRG Stock Holding History

Brookstone 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	$2.34M	Sell	27,129 -1,077	-4%	-$89.2K	0.02%	472
2026 Q1	$2.31M	Buy	28,206 +2,373	+9%	+$188K	0.03%	437
2025 Q4	$1.87M	Sell	25,833 -94	-0.4%	-$7.13K	0.02%	469
2025 Q3	$1.97M	Sell	25,927 -939	-3%	-$66.9K	0.02%	454
2025 Q2	$1.85M	Sell	26,866 -2,205	-8%	-$148K	0.02%	436
2025 Q1	$2M	Buy	29,071 +276	+1%	+$18.1K	0.03%	408
2024 Q4	$1.77M	Buy	28,795 +2,948	+11%	+$182K	0.03%	398
2024 Q3	$1.6M	Sell	25,847 -1,023	-4%	-$59.5K	0.02%	417
2024 Q2	$1.49M	Buy	26,870 +2,925	+12%	+$156K	0.02%	419
2024 Q1	$1.28M	Buy	23,945 +3,699	+18%	+$189K	0.02%	432
2023 Q4	$1.06M	Buy	20,246 +2,943	+17%	+$148K	0.02%	443
2023 Q3	$840K	Buy	17,303 +2,021	+13%	+$115K	0.02%	471
2023 Q2	$897K	Buy	15,282 +1,995	+15%	+$120K	0.02%	456
2023 Q1	$825K	Buy	13,287 +4,789	+56%	+$291K	0.02%	487
2022 Q4	$551K	Buy	8,498 +1,712	+25%	+$103K	0.01%	553
2022 Q3	$374K	Buy	6,786 +1,761	+35%	+$118K	0.01%	613
2022 Q2	$324K	Buy	5,025 +339	+7%	+$23K	0.01%	628
2022 Q1	$331K	Sell	4,686 -23	-0.5%	-$1.48K	0.01%	637
2021 Q4	$318K	Buy	4,709 +44	+0.9%	+$2.86K	0.01%	616
2021 Q3	$292K	Buy	4,665 +568	+14%	+$37.2K	0.01%	604
2021 Q2	$252K	Buy	+4,097	New	+$256K	﹤0.01%	629
2021 Q1	–	Sell	-5,456	Closed	-$303K	–	512
2020 Q4	$303K	Buy	+5,456	New	+$299K	0.01%	381

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

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

Brookstone Capital Management reduced its Evergy (EVRG) stake by 3.8% in Q2 2026, selling an estimated $89.2K and leaving 27,129 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #472.

Brookstone Capital Management first reported a position in EVRG in Q4 2020 and has held it in 22 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Brookstone Capital Management held 27,129 shares of Evergy worth $2.34M as of Q2 2026.
Brookstone Capital Management sold 1,077 Evergy shares in Q2 2026, an estimated $89.2K.
Evergy made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #472 holding.
Brookstone Capital Management first reported a position in Evergy in Q4 2020 and has held it in 22 quarters since.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.