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Concurrent Investment Advisors’s Evergy EVRG Stock Holding History

Concurrent Investment 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 		$1.5M Buy
17,325
+2,154
+14% +$178K 0.01% 818
2026
Q1 		$1.24M Buy
15,171
+2,327
+18% +$184K 0.01% 796
2025
Q4 		$931K Buy
12,844
+458
+4% +$34.7K 0.01% 871
2025
Q3 		$942K Buy
12,386
+681
+6% +$48.5K 0.02% 674
2025
Q2 		$807K Sell
11,705
-633
-5% -$42.5K 0.02% 667
2025
Q1 		$851K Buy
12,338
+3,203
+35% +$210K 0.02% 592
2024
Q4 		$562K Buy
9,135
+315
+4% +$19.5K 0.02% 641
2024
Q3 		$547K Sell
8,820
-1,267
-13% -$73.7K 0.02% 597
2024
Q2 		$534K Sell
10,087
-418
-4% -$22.2K 0.02% 566
2024
Q1 		$561K Sell
10,505
-9
-0.1% -$460 0.02% 516
2023
Q4 		$549K Buy
+10,514
New +$529K 0.03% 478

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

Concurrent Investment Advisors's EVRG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Evergy (EVRG) stake by 14% in Q2 2026, buying an estimated $178K and bringing the position to 17,325 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #818.

Concurrent Investment Advisors first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Concurrent Investment Advisors held 17,325 shares of Evergy worth $1.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,154 Evergy shares in Q2 2026, an estimated $178K.
  • Evergy made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #818 holding.
  • Concurrent Investment Advisors first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.