CGC Financial Services’s Evergy EVRG Stock Holding History

CGC Financial 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	$8.47K	Hold	98	–	–	﹤0.01%	231
2026 Q1	$8.03K	Hold	98	–	–	﹤0.01%	228
2025 Q4	$7.1K	Sell	98 -66	-40%	-$5.01K	﹤0.01%	247
2025 Q3	$12.5K	Hold	164	–	–	﹤0.01%	213
2025 Q2	$11.3K	Hold	164	–	–	﹤0.01%	202
2025 Q1	$11.3K	Hold	164	–	–	﹤0.01%	189
2024 Q4	$10.1K	Hold	164	–	–	﹤0.01%	199
2024 Q3	$10.2K	Hold	164	–	–	﹤0.01%	199
2024 Q2	$8.69K	Hold	164	–	–	﹤0.01%	212
2024 Q1	$8.75K	Hold	164	–	–	﹤0.01%	217
2023 Q4	$8.56K	Hold	164	–	–	﹤0.01%	231
2023 Q3	$8.31K	Hold	164	–	–	0.01%	180
2023 Q2	$9.58K	Buy	+164	New	+$9.9K	0.01%	185

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

CGC Financial Services's EVRG Position: Q2 2026 in Review

CGC Financial Services held its Evergy (EVRG) position steady in Q2 2026 at 98 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

CGC Financial Services first reported a position in EVRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.5K in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

CGC Financial Services held 98 shares of Evergy worth $8.47K as of Q2 2026.
CGC Financial Services left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #231 holding.
CGC Financial Services first reported a position in Evergy in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Evergy position peaked at $12.5K in Q3 2025.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.