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Clearstead Trust’s Evergy EVRG Stock Holding History

Clearstead Trust’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 		$32.9K Hold
381
– – ﹤0.01% 378
2026
Q1 		$31.2K Hold
381
– – 0.01% 367
2025
Q4 		$27.6K Hold
381
– – ﹤0.01% 404
2025
Q3 		$29K Hold
381
– – ﹤0.01% 383
2025
Q2 		$26.3K Sell
381
-90
-19% -$6.05K 0.01% 384
2025
Q1 		$32.5K Buy
+471
New +$30.8K 0.01% 306

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 Trust's EVRG Position: Q2 2026 in Review

Clearstead Trust held its Evergy (EVRG) position steady in Q2 2026 at 381 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Clearstead Trust first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Clearstead Trust held 381 shares of Evergy worth $32.9K as of Q2 2026.
  • Clearstead Trust left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #378 holding.
  • Clearstead Trust first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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