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Caliber Wealth Management (Kansas)’s Evergy EVRG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$342K Buy
3,953
+1,386
+54% +$115K 0.03% 224
2026
Q1 		$210K Buy
+2,567
New +$203K 0.02% 262
2025
Q3 		– Sell
-9,377
Closed -$646K – 273
2025
Q2 		$646K Buy
9,377
+2,931
+45% +$197K 0.07% 164
2025
Q1 		$444K Buy
+6,446
New +$422K 0.06% 167

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

Caliber Wealth Management (Kansas)'s EVRG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Evergy (EVRG) stake by 54% in Q2 2026, buying an estimated $115K and bringing the position to 3,953 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #224.

Caliber Wealth Management (Kansas) first reported a position in EVRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $646K in Q2 2025. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,953 shares of Evergy worth $342K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,386 Evergy shares in Q2 2026, an estimated $115K.
  • Evergy made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #224 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Evergy in Q1 2025 and has held it in 4 quarters since.
  • Caliber Wealth Management (Kansas)'s Evergy position peaked at $646K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.