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CFS Investment Advisory Services’s Evergy EVRG Stock Holding History

CFS Investment Advisory Services’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 		$282K Buy
3,195
+59
+2% +$4.88K 0.02% 322
2026
Q1 		$258K Buy
3,136
+271
+9% +$21.4K 0.02% 327
2025
Q4 		$208K Sell
2,865
-1
-0% -$76 0.02% 323
2025
Q3 		$223K Buy
+2,866
New +$204K 0.02% 323
2025
Q2 		– Sell
-2,927
Closed -$202K – 331
2025
Q1 		$202K Buy
+2,927
New +$192K 0.02% 305

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

CFS Investment Advisory Services's EVRG Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Evergy (EVRG) stake by 1.9% in Q2 2026, buying an estimated $4.88K and bringing the position to 3,195 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #322.

CFS Investment Advisory Services first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CFS Investment Advisory Services held 3,195 shares of Evergy worth $282K as of Q2 2026.
  • CFS Investment Advisory Services bought 59 Evergy shares in Q2 2026, an estimated $4.88K.
  • Evergy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #322 holding.
  • CFS Investment Advisory Services first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.