Carolina Wealth Advisors’s Evergy EVRG Stock Holding History

Carolina Wealth Advisors’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	$41.3K	Hold	478	–	–	0.02%	122
2026 Q1	$39.2K	Hold	478	–	–	0.02%	118
2025 Q4	$34.6K	Hold	478	–	–	0.02%	136
2025 Q3	$36.3K	Hold	478	–	–	0.02%	129
2025 Q2	$32.9K	Hold	478	–	–	0.02%	104
2025 Q1	$33K	Hold	478	–	–	0.02%	98
2024 Q4	$29.4K	Hold	478	–	–	0.02%	111
2024 Q3	$29.6K	Hold	478	–	–	0.02%	135
2024 Q2	$25.3K	Hold	478	–	–	0.01%	114
2024 Q1	$25.5K	Hold	478	–	–	0.01%	122
2023 Q4	$25K	Hold	478	–	–	0.01%	131
2023 Q3	$24.2K	Hold	478	–	–	0.01%	140
2023 Q2	$27.9K	Hold	478	–	–	0.02%	120
2023 Q1	$29.2K	Hold	478	–	–	0.02%	122
2022 Q4	$30K	Hold	478	–	–	0.02%	115
2022 Q3	$28K	Hold	478	–	–	0.02%	116
2022 Q2	$31K	Hold	478	–	–	0.02%	130
2022 Q1	$33K	Hold	478	–	–	0.02%	139
2021 Q4	$33K	Hold	478	–	–	0.02%	149
2021 Q3	$30K	Hold	478	–	–	0.02%	145
2021 Q2	$29K	Hold	478	–	–	0.02%	149
2021 Q1	$28K	Hold	478	–	–	0.02%	156
2020 Q4	$27K	Hold	478	–	–	0.02%	105
2020 Q3	$24K	Buy	+478	New	+$26.7K	0.02%	89

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

Carolina Wealth Advisors's EVRG Position: Q2 2026 in Review

Carolina Wealth Advisors held its Evergy (EVRG) position steady in Q2 2026 at 478 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #122.

Carolina Wealth Advisors first reported a position in EVRG in Q3 2020 and has held it in 24 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Carolina Wealth Advisors held 478 shares of Evergy worth $41.3K as of Q2 2026.
Carolina Wealth Advisors left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Carolina Wealth Advisors first reported a position in Evergy in Q3 2020 and has held it in 24 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.