Burk Holdings’s Evergy EVRG Stock Holding History

Burk Holdings’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	$31.4K	Hold	363	–	–	0.01%	172
2026 Q1	$29.7K	Buy	+363	New	+$28.7K	0.01%	171

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

Burk Holdings's EVRG Position: Q2 2026 in Review

Burk Holdings held its Evergy (EVRG) position steady in Q2 2026 at 363 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #172.

Burk Holdings first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Burk Holdings held 363 shares of Evergy worth $31.4K as of Q2 2026.
Burk Holdings left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #172 holding.
Burk Holdings first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.