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Burton Enright Welch’s Evergy EVRG Stock Holding History

Burton Enright Welch’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 		$253K Buy
2,932
+20
+0.7% +$1.66K 0.03% 126
2026
Q1 		$239K Hold
2,912
– – 0.03% 125
2025
Q4 		$211K Sell
2,912
-38
-1% -$2.88K 0.03% 125
2025
Q3 		$224K Buy
2,950
+38
+1% +$2.71K 0.03% 120
2025
Q2 		$201K Buy
2,912
+8
+0.3% +$538 0.03% 121
2025
Q1 		$200K Buy
+2,904
New +$190K 0.04% 104

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

Burton Enright Welch's EVRG Position: Q2 2026 in Review

Burton Enright Welch increased its Evergy (EVRG) stake by 0.69% in Q2 2026, buying an estimated $1.66K and bringing the position to 2,932 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #126.

Burton Enright Welch first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Burton Enright Welch held 2,932 shares of Evergy worth $253K as of Q2 2026.
  • Burton Enright Welch bought 20 Evergy shares in Q2 2026, an estimated $1.66K.
  • Evergy made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #126 holding.
  • Burton Enright Welch first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.