Cary Street Partners Investment Advisory’s Evergy EVRG Stock Holding History

Cary Street Partners Investment Advisory’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	$159K	Buy	1,842 +194	+12%	+$16.1K	0.03%	424
2026 Q1	$135K	Buy	1,648 +485	+42%	+$38.3K	0.03%	414
2025 Q4	$84.3K	Buy	1,163 +184	+19%	+$14K	0.02%	447
2025 Q3	$74.4K	Buy	979 +147	+18%	+$10.5K	0.03%	398
2025 Q2	$57.4K	Buy	832 +344	+70%	+$23.1K	0.03%	385
2025 Q1	$33.7K	Buy	+488	New	+$31.9K	0.02%	402
2023 Q2	–	Sell	-5	Closed	-$306	–	1759
2023 Q1	$306	Sell	5 -306	-98%	-$18.6K	﹤0.01%	1629
2022 Q4	$19.6K	Buy	+311	New	+$18.7K	﹤0.01%	986

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's EVRG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Evergy (EVRG) stake by 12% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,842 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #424.

Cary Street Partners Investment Advisory first reported a position in EVRG in Q4 2022 and has held it in 8 quarters since. 602 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Cary Street Partners Investment Advisory held 1,842 shares of Evergy worth $159K as of Q2 2026.
Cary Street Partners Investment Advisory bought 194 Evergy shares in Q2 2026, an estimated $16.1K.
Evergy made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #424 holding.
Cary Street Partners Investment Advisory first reported a position in Evergy in Q4 2022 and has held it in 8 quarters since.
602 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.