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Bruce G. Allen Investments’s Evergy EVRG Stock Holding History

Bruce G. Allen Investments’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 		$30.4K Hold
352
– – 0.02% 348
2026
Q1 		$28.8K Hold
352
– – 0.02% 345
2025
Q4 		$25.5K Hold
352
– – 0.02% 364
2025
Q3 		$26.8K Hold
352
– – 0.02% 359
2025
Q2 		$24.3K Sell
352
-6
-2% -$403 0.02% 365
2025
Q1 		$24.7K Hold
358
– – 0.02% 360
2024
Q4 		$22K Hold
358
– – 0.02% 368
2024
Q3 		$22.2K Hold
358
– – 0.02% 375
2024
Q2 		$19K Buy
358
+2
+0.6% +$106 0.02% 374
2024
Q1 		$19K Buy
356
+174
+96% +$8.89K 0.02% 388
2023
Q4 		$9.5K Buy
+182
New +$9.16K 0.01% 484

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

Bruce G. Allen Investments's EVRG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Evergy (EVRG) position steady in Q2 2026 at 352 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #348.

Bruce G. Allen Investments first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 947 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bruce G. Allen Investments held 352 shares of Evergy worth $30.4K as of Q2 2026.
  • Bruce G. Allen Investments left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #348 holding.
  • Bruce G. Allen Investments first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 947 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.