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Clearwater Capital Advisors’s Evergy EVRG Stock Holding History

Clearwater Capital 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 		$266K Hold
3,074
– – 0.02% 163
2026
Q1 		$252K Hold
3,074
– – 0.02% 157
2025
Q4 		$223K Hold
3,074
– – 0.02% 155
2025
Q3 		$234K Hold
3,074
– – 0.02% 156
2025
Q2 		$212K Hold
3,074
– – 0.02% 156
2025
Q1 		$212K Buy
+3,074
New +$201K 0.02% 159

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

Clearwater Capital Advisors's EVRG Position: Q2 2026 in Review

Clearwater Capital Advisors held its Evergy (EVRG) position steady in Q2 2026 at 3,074 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #163.

Clearwater Capital Advisors 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.

  • Clearwater Capital Advisors held 3,074 shares of Evergy worth $266K as of Q2 2026.
  • Clearwater Capital Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #163 holding.
  • Clearwater Capital Advisors 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 Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.