Corient Private Wealth
EVRG icon

Corient Private Wealth’s Evergy EVRG Stock Holding History

Corient Private Wealth’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 		$5.01M Sell
58,012
-11,682
-17% -$967K 0.01% 902
2026
Q1 		$5.63M Buy
69,694
+8,207
+13% +$649K 0.01% 810
2025
Q4 		$4.46M Buy
61,487
+6,455
+12% +$490K 0.01% 813
2025
Q3 		$4.18M Buy
55,032
+5,929
+12% +$423K 0.01% 771
2025
Q2 		$3.38M Buy
49,103
+90
+0.2% +$6.05K ﹤0.01% 833
2025
Q1 		$3.38M Buy
49,013
+4,098
+9% +$268K 0.01% 804
2024
Q4 		$2.76M Buy
44,915
+1,131
+3% +$69.9K ﹤0.01% 883
2024
Q3 		$2.72M Buy
43,784
+880
+2% +$51.2K ﹤0.01% 963
2024
Q2 		$2.27M Sell
42,904
-3,505
-8% -$186K ﹤0.01% 972
2024
Q1 		$2.48M Buy
46,409
+10,607
+30% +$542K ﹤0.01% 935
2023
Q4 		$1.87M Buy
35,802
+1,408
+4% +$70.9K ﹤0.01% 1036
2023
Q3 		$1.74M Sell
34,394
-1,498
-4% -$85K ﹤0.01% 964
2023
Q2 		$2.1M Buy
35,892
+207
+0.6% +$12.5K ﹤0.01% 880
2023
Q1 		$2.18M Buy
35,685
+7,130
+25% +$434K 0.01% 816
2022
Q4 		$1.8M Buy
+28,555
New +$1.71M 0.01% 737

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

Corient Private Wealth's EVRG Position: Q2 2026 in Review

Corient Private Wealth reduced its Evergy (EVRG) stake by 17% in Q2 2026, selling an estimated $967K and leaving 58,012 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #902.

Corient Private Wealth first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.63M in Q1 2026. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Corient Private Wealth held 58,012 shares of Evergy worth $5.01M as of Q2 2026.
  • Corient Private Wealth sold 11,682 Evergy shares in Q2 2026, an estimated $967K.
  • Evergy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #902 holding.
  • Corient Private Wealth first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Evergy position peaked at $5.63M in Q1 2026.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.