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Clearstead Advisors’s Evergy EVRG Stock Holding History

Clearstead 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 		$93.6K Buy
1,083
+971
+867% +$80.4K ﹤0.01% 1313
2026
Q1 		$9.18K Sell
112
-749
-87% -$59.2K ﹤0.01% 1608
2025
Q4 		$62.4K Buy
861
+308
+56% +$23.4K ﹤0.01% 1307
2025
Q3 		$42K Buy
553
+57
+11% +$4.06K ﹤0.01% 1332
2025
Q2 		$34.2K Buy
496
+298
+151% +$20K ﹤0.01% 1411
2025
Q1 		$13.7K Buy
198
+4
+2% +$262 ﹤0.01% 1528
2024
Q4 		$11.9K Buy
194
+11
+6% +$680 ﹤0.01% 1527
2024
Q3 		$11.3K Sell
183
-14
-7% -$815 ﹤0.01% 1559
2024
Q2 		$10.4K Buy
197
+183
+1,307% +$9.73K ﹤0.01% 1542
2024
Q1 		$781 Buy
+14
New +$715 ﹤0.01% 1423
2023
Q4 		– Sell
-198
Closed -$10K – 1550
2023
Q3 		$10K Sell
198
-218
-52% -$12.4K ﹤0.01% 1000
2023
Q2 		$24.3K Buy
416
+255
+158% +$15.4K ﹤0.01% 866
2023
Q1 		$9.84K Sell
161
-269
-63% -$16.4K ﹤0.01% 949
2022
Q4 		$27.1K Buy
430
+269
+167% +$16.2K ﹤0.01% 743
2022
Q3 		$10K Hold
161
– – ﹤0.01% 886
2022
Q2 		$11K Hold
161
– – ﹤0.01% 911
2022
Q1 		$11K Hold
161
– – ﹤0.01% 972
2021
Q4 		$11K Sell
161
-54
-25% -$3.51K ﹤0.01% 920
2021
Q3 		$13K Buy
215
+54
+34% +$3.54K ﹤0.01% 901
2021
Q2 		$10K Hold
161
– – ﹤0.01% 796
2021
Q1 		$10K Hold
161
– – ﹤0.01% 779
2020
Q4 		$9K Hold
161
– – ﹤0.01% 731
2020
Q3 		$8K Buy
+161
New +$9K ﹤0.01% 691

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

Clearstead Advisors's EVRG Position: Q2 2026 in Review

Clearstead Advisors increased its Evergy (EVRG) stake by 867% in Q2 2026, buying an estimated $80.4K and bringing the position to 1,083 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Clearstead Advisors first reported a position in EVRG in Q3 2020 and has held it in 23 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Clearstead Advisors held 1,083 shares of Evergy worth $93.6K as of Q2 2026.
  • Clearstead Advisors bought 971 Evergy shares in Q2 2026, an estimated $80.4K.
  • Evergy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1313 holding.
  • Clearstead Advisors first reported a position in Evergy in Q3 2020 and has held it in 23 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.