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Bullock Wealth Management’s Evergy EVRG Stock Holding History

Bullock Wealth 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 		$78.2K Buy
907
+900
+12,857% +$74.5K 0.03% 240
2026
Q1 		$583 Hold
7
– – ﹤0.01% 596
2025
Q4 		$509 Hold
7
– – ﹤0.01% 586
2025
Q3 		$530 Hold
7
– – ﹤0.01% 601
2025
Q2 		$479 Sell
7
-4
-36% -$269 ﹤0.01% 566
2025
Q1 		$747 Hold
11
– – ﹤0.01% 546
2024
Q4 		$660 Sell
11
-17
-61% -$1.05K ﹤0.01% 571
2024
Q3 		$1.72K Hold
28
– – ﹤0.01% 497
2024
Q2 		$1.45K Buy
28
+1
+4% +$53 ﹤0.01% 490
2024
Q1 		$1.44K Buy
+27
New +$1.38K ﹤0.01% 499

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

Bullock Wealth Management's EVRG Position: Q2 2026 in Review

Bullock Wealth Management increased its Evergy (EVRG) stake by 12,857% in Q2 2026, buying an estimated $74.5K and bringing the position to 907 shares worth $78.2K. The position accounts for 0.03% of the portfolio, ranked #240.

Bullock Wealth Management first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bullock Wealth Management held 907 shares of Evergy worth $78.2K as of Q2 2026.
  • Bullock Wealth Management bought 900 Evergy shares in Q2 2026, an estimated $74.5K.
  • Evergy made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Bullock Wealth Management first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.