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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
New +$75.1K 0.03% 240

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

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

Bullock Wealth Management opened a new position in Evergy (EVRG) in Q2 2026: 907 shares worth $78.2K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

939 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.
  • Evergy was a new Bullock Wealth Management position in Q2 2026.
  • Evergy made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #240 holding.
  • 939 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.