Clayton Financial Group’s Evergy EVRG Stock Holding History

Clayton Financial Group’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	–	Sell	-39	Closed	-$3.19K	–	236
2026 Q1	$3.19K	Hold	39	–	–	﹤0.01%	395
2025 Q4	$2.83K	Buy	+39	New	+$2.96K	﹤0.01%	402

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

Clayton Financial Group's EVRG Position: Q2 2026 in Review

Clayton Financial Group sold out of Evergy (EVRG) in Q2 2026, closing a stake of 39 shares — an estimated $3.19K sold.

Clayton Financial Group first reported a position in EVRG in Q4 2025 and held it in 2 quarters. The position peaked at $3.19K in Q1 2026. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Clayton Financial Group reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 39 Evergy shares in Q2 2026, an estimated $3.19K.
Clayton Financial Group first reported a position in Evergy in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Evergy position peaked at $3.19K in Q1 2026.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.