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CGN Advisors’s Evergy EVRG Stock Holding History

CGN Advisors’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 		$370K Sell
4,283
-303
-7% -$25.1K 0.03% 256
2026
Q1 		$376K Sell
4,586
-190
-4% -$15K 0.03% 250
2025
Q4 		$346K Sell
4,776
-54
-1% -$4.1K 0.03% 253
2025
Q3 		$367K Sell
4,830
-300
-6% -$21.4K 0.03% 244
2025
Q2 		$354K Buy
5,130
+13
+0.3% +$874 0.03% 248
2025
Q1 		$353K Sell
5,117
-28
-0.5% -$1.83K 0.03% 242
2024
Q4 		$317K Hold
5,145
– – 0.03% 250
2024
Q3 		$319K Hold
5,145
– – 0.03% 236
2024
Q2 		$273K Buy
5,145
+149
+3% +$7.93K 0.03% 236
2024
Q1 		$267K Sell
4,996
-101
-2% -$5.16K 0.03% 226
2023
Q4 		$266K Sell
5,097
-200
-4% -$10.1K 0.04% 226
2023
Q3 		$269K Hold
5,297
– – 0.04% 227
2023
Q2 		$309K Sell
5,297
-335
-6% -$20.2K 0.04% 195
2023
Q1 		$344K Buy
5,632
+322
+6% +$19.6K 0.05% 185
2022
Q4 		$334K Buy
5,310
+1,019
+24% +$61.2K 0.06% 183
2022
Q3 		$255K Buy
+4,291
New +$289K 0.06% 205

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CGN Advisors's EVRG Position: Q2 2026 in Review

CGN Advisors reduced its Evergy (EVRG) stake by 6.6% in Q2 2026, selling an estimated $25.1K and leaving 4,283 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #256.

CGN Advisors first reported a position in EVRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $376K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CGN Advisors held 4,283 shares of Evergy worth $370K as of Q2 2026.
  • CGN Advisors sold 303 Evergy shares in Q2 2026, an estimated $25.1K.
  • Evergy made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #256 holding.
  • CGN Advisors first reported a position in Evergy in Q3 2022 and has held it in 16 quarters since.
  • CGN Advisors's Evergy position peaked at $376K in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.