Charles Schwab’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $194M | Buy |
2,248,859
+17,072
| +0.8% | +$1.41M | 0.03% | 471 |
|
|
2026
Q1 | $183M | Buy |
2,231,787
+43,767
| +2% | +$3.46M | 0.03% | 454 |
|
|
2025
Q4 | $159M | Buy |
2,188,020
+2,940
| +0.1% | +$223K | 0.02% | 503 |
|
|
2025
Q3 | $166M | Sell |
2,185,080
-1,918
| -0.1% | -$137K | 0.03% | 468 |
|
|
2025
Q2 | $151M | Buy |
2,186,998
+12,951
| +0.6% | +$870K | 0.03% | 496 |
|
|
2025
Q1 | $150M | Buy |
2,174,047
+13,555
| +0.6% | +$887K | 0.03% | 470 |
|
|
2024
Q4 | $133M | Buy |
2,160,492
+25,481
| +1% | +$1.58M | 0.02% | 523 |
|
|
2024
Q3 | $132M | Buy |
2,135,011
+634,735
| +42% | +$36.9M | 0.03% | 523 |
|
|
2024
Q2 | $79.5M | Buy |
1,500,276
+38,635
| +3% | +$2.06M | 0.02% | 749 |
|
|
2024
Q1 | $78M | Buy |
1,461,641
+48,407
| +3% | +$2.47M | 0.02% | 734 |
|
|
2023
Q4 | $73.8M | Buy |
1,413,234
+46,002
| +3% | +$2.32M | 0.02% | 716 |
|
|
2023
Q3 | $69.3M | Buy |
1,367,232
+15,960
| +1% | +$906K | 0.02% | 692 |
|
|
2023
Q2 | $78.9M | Buy |
1,351,272
+5,480
| +0.4% | +$331K | 0.02% | 611 |
|
|
2023
Q1 | $82.3M | Buy |
1,345,792
+2,440
| +0.2% | +$148K | 0.03% | 575 |
|
|
2022
Q4 | $84.5M | Buy |
1,343,352
+32,752
| +2% | +$1.97M | 0.03% | 544 |
|
|
2022
Q3 | $77.8M | Buy |
1,310,600
+26,574
| +2% | +$1.79M | 0.03% | 530 |
|
|
2022
Q2 | $83.8M | Sell |
1,284,026
-7,051
| -0.5% | -$478K | 0.03% | 521 |
|
|
2022
Q1 | $88.2M | Buy |
1,291,077
+45,647
| +4% | +$2.94M | 0.03% | 567 |
|
|
2021
Q4 | $85.4M | Buy |
1,245,430
+51,740
| +4% | +$3.36M | 0.03% | 600 |
|
|
2021
Q3 | $74.2M | Buy |
1,193,690
+21,355
| +2% | +$1.4M | 0.02% | 641 |
|
|
2021
Q2 | $70.8M | Buy |
1,172,335
+68,322
| +6% | +$4.27M | 0.02% | 654 |
|
|
2021
Q1 | $65.7M | Buy |
1,104,013
+45,448
| +4% | +$2.52M | 0.02% | 668 |
|
|
2020
Q4 | $58.8M | Buy |
1,058,565
+23,068
| +2% | +$1.27M | 0.02% | 689 |
|
|
2020
Q3 | $52.6M | Sell |
1,035,497
-25,991
| -2% | -$1.45M | 0.02% | 641 |
|
|
2020
Q2 | $62.9M | Buy |
1,061,488
+78,163
| +8% | +$4.63M | 0.03% | 527 |
|
|
2020
Q1 | $54.1M | Buy |
983,325
+49,347
| +5% | +$3.24M | 0.03% | 492 |
|
|
2019
Q4 | $60.8M | Sell |
933,978
-16,566
| -2% | -$1.06M | 0.03% | 521 |
|
|
2019
Q3 | $63.3M | Sell |
950,544
-29,674
| -3% | -$1.88M | 0.04% | 466 |
|
|
2019
Q2 | $59M | Sell |
980,218
-18,474
| -2% | -$1.08M | 0.04% | 495 |
|
|
2019
Q1 | $58M | Sell |
998,692
-105,186
| -10% | -$5.99M | 0.04% | 475 |
|
|
2018
Q4 | $62.7M | Buy |
1,103,878
+4,183
| +0.4% | +$241K | 0.05% | 365 |
|
|
2018
Q3 | $60.4M | Sell |
1,099,695
-377,814
| -26% | -$21.4M | 0.04% | 440 |
|
|
2018
Q2 | $83M | Buy |
+1,477,509
| New | +$79.1M | 0.06% | 308 |
|
Other funds holding EVRG
Charles Schwab's EVRG Position: Q2 2026 in Review
Charles Schwab increased its Evergy (EVRG) stake by 0.76% in Q2 2026, buying an estimated $1.41M and bringing the position to 2,248,859 shares worth $194M. The position accounts for 0.03% of the portfolio, ranked #471.
Charles Schwab first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Charles Schwab held 2,248,859 shares of Evergy worth $194M as of Q2 2026.
- Charles Schwab bought 17,072 Evergy shares in Q2 2026, an estimated $1.41M.
- Evergy made up 0.03% of Charles Schwab's portfolio in Q2 2026, its #471 holding.
- Charles Schwab first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.