Cerity Partners
EVRG icon

Cerity Partners’s Evergy EVRG Stock Holding History

Cerity Partners’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 		$7.9M Buy
91,438
+23,913
+35% +$1.98M 0.01% 877
2026
Q1 		$5.53M Sell
67,525
-45,571
-40% -$3.6M 0.01% 960
2025
Q4 		$8.2M Sell
113,096
-6,304
-5% -$478K 0.01% 729
2025
Q3 		$9.08M Sell
119,400
-5,224
-4% -$372K 0.01% 618
2025
Q2 		$8.59M Sell
124,624
-117,018
-48% -$7.86M 0.02% 591
2025
Q1 		$16.7M Buy
241,642
+186,515
+338% +$12.2M 0.03% 379
2024
Q4 		$3.4M Buy
55,127
+3,215
+6% +$199K 0.01% 870
2024
Q3 		$3.22M Buy
51,912
+12,657
+32% +$736K 0.01% 881
2024
Q2 		$2.08M Buy
39,255
+5,321
+16% +$283K 0.01% 898
2024
Q1 		$1.81M Sell
33,934
-26,385
-44% -$1.35M ﹤0.01% 1012
2023
Q4 		$3.15M Sell
60,319
-17,136
-22% -$862K 0.01% 651
2023
Q3 		$3.93M Buy
77,455
+1,664
+2% +$94.5K 0.02% 459
2023
Q2 		$4.43M Buy
75,791
+67,061
+768% +$4.05M 0.02% 528
2023
Q1 		$1.48M Sell
8,730
-252
-3% -$15.3K ﹤0.01% 822
2022
Q4 		$566K Buy
8,982
+5,575
+164% +$335K ﹤0.01% 888
2022
Q3 		$203K Buy
3,407
+256
+8% +$17.2K ﹤0.01% 1051
2022
Q2 		$206K Buy
+3,151
New +$214K ﹤0.01% 1070

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

Cerity Partners's EVRG Position: Q2 2026 in Review

Cerity Partners increased its Evergy (EVRG) stake by 35% in Q2 2026, buying an estimated $1.98M and bringing the position to 91,438 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #877.

Cerity Partners first reported a position in EVRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.7M in Q1 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cerity Partners held 91,438 shares of Evergy worth $7.9M as of Q2 2026.
  • Cerity Partners bought 23,913 Evergy shares in Q2 2026, an estimated $1.98M.
  • Evergy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #877 holding.
  • Cerity Partners first reported a position in Evergy in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's Evergy position peaked at $16.7M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.