Cassaday & Co Wealth Management’s Evergy EVRG Stock Holding History

Cassaday & Co Wealth Management’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	$80.5K	Hold	931	–	–	﹤0.01%	530
2026 Q1	$76.3K	Buy	+931	New	+$73.6K	﹤0.01%	522

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

Cassaday & Co Wealth Management's EVRG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 931 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cassaday & Co Wealth Management first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Cassaday & Co Wealth Management held 931 shares of Evergy worth $80.5K as of Q2 2026.
Cassaday & Co Wealth Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #530 holding.
Cassaday & Co Wealth Management first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.