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Callan Family Office’s Evergy EVRG Stock Holding History

Callan Family Office’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 		$675K Sell
7,814
-58
-0.7% -$4.8K 0.01% 717
2026
Q1 		$645K Sell
7,872
-423
-5% -$33.4K 0.01% 683
2025
Q4 		$601K Buy
8,295
+2,631
+46% +$200K 0.01% 717
2025
Q3 		$431K Sell
5,664
-328
-5% -$23.4K 0.01% 575
2025
Q2 		$413K Buy
+5,992
New +$403K 0.01% 662

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Callan Family Office's EVRG Position: Q2 2026 in Review

Callan Family Office reduced its Evergy (EVRG) stake by 0.74% in Q2 2026, selling an estimated $4.8K and leaving 7,814 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #717.

Callan Family Office first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Callan Family Office held 7,814 shares of Evergy worth $675K as of Q2 2026.
  • Callan Family Office sold 58 Evergy shares in Q2 2026, an estimated $4.8K.
  • Evergy made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #717 holding.
  • Callan Family Office first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.