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Commonwealth Retirement Investments’s Evergy EVRG Stock Holding History

Commonwealth Retirement Investments’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 		$3.25K Buy
+38
New +$3.15K ﹤0.01% 367
2026
Q1 		– Sell
-37
Closed -$2.68K – 215
2025
Q4 		$2.68K Buy
+37
New +$2.81K ﹤0.01% 388
2023
Q1 		– Sell
-61,859
Closed -$3.89M – 62
2022
Q4 		$3.89M Buy
+61,859
New +$3.72M 2.36% 17

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

Commonwealth Retirement Investments's EVRG Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Evergy (EVRG) in Q2 2026: 38 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in EVRG as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in EVRG in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.89M in Q4 2022. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Commonwealth Retirement Investments held 38 shares of Evergy worth $3.25K as of Q2 2026.
  • Evergy was a new Commonwealth Retirement Investments position in Q2 2026.
  • Evergy made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #367 holding.
  • Commonwealth Retirement Investments first reported a position in Evergy in Q4 2022 and has held it in 3 quarters since.
  • Commonwealth Retirement Investments's Evergy position peaked at $3.89M in Q4 2022.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.