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Checchi Capital Advisers’s Evergy EVRG Stock Holding History

Checchi Capital Advisers’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 		$297K Buy
3,441
+156
+5% +$12.9K 0.01% 482
2026
Q1 		$269K Buy
+3,285
New +$260K 0.01% 499
2023
Q3 		– Sell
-3,900
Closed -$228K – 554
2023
Q2 		$228K Sell
3,900
-453
-10% -$27.4K 0.02% 501
2023
Q1 		$266K Buy
4,353
+83
+2% +$5.05K 0.03% 453
2022
Q4 		$269K Buy
4,270
+493
+13% +$29.6K 0.03% 424
2022
Q3 		$224K Hold
3,777
– – 0.02% 478
2022
Q2 		$258K Buy
3,777
+491
+15% +$33.3K 0.02% 470
2022
Q1 		$225K Buy
3,286
+343
+12% +$22.1K 0.02% 491
2021
Q4 		$202K Buy
+2,943
New +$191K 0.02% 506

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

Checchi Capital Advisers's EVRG Position: Q2 2026 in Review

Checchi Capital Advisers increased its Evergy (EVRG) stake by 4.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 3,441 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #482.

Checchi Capital Advisers first reported a position in EVRG in Q4 2021 and has held it in 9 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Checchi Capital Advisers held 3,441 shares of Evergy worth $297K as of Q2 2026.
  • Checchi Capital Advisers bought 156 Evergy shares in Q2 2026, an estimated $12.9K.
  • Evergy made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #482 holding.
  • Checchi Capital Advisers first reported a position in Evergy in Q4 2021 and has held it in 9 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.