Caitlin John’s Evergy EVRG Stock Holding History

Caitlin John’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	$1.14K	Hold	13	–	–	﹤0.01%	849
2026 Q1	$1.07K	Hold	13	–	–	﹤0.01%	789
2025 Q4	$941	Hold	13	–	–	﹤0.01%	806
2025 Q3	$978	Buy	+13	New	+$927	﹤0.01%	767
2025 Q1	–	Sell	-14	Closed	-$839	–	325
2024 Q4	$839	Buy	14 +1	+8%	+$62	﹤0.01%	753
2024 Q3	$855	Hold	13	–	–	﹤0.01%	746
2024 Q2	$707	Hold	13	–	–	﹤0.01%	752
2024 Q1	$704	Sell	13 -2	-13%	-$102	﹤0.01%	779
2023 Q4	$784	Buy	+15	New	+$755	﹤0.01%	774

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

Caitlin John's EVRG Position: Q2 2026 in Review

Caitlin John held its Evergy (EVRG) position steady in Q2 2026 at 13 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Caitlin John first reported a position in EVRG in Q4 2023 and has held it in 9 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Caitlin John held 13 shares of Evergy worth $1.14K as of Q2 2026.
Caitlin John left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #849 holding.
Caitlin John first reported a position in Evergy in Q4 2023 and has held it in 9 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.