CFM
EVRG icon

Cornerstone Financial Management’s Evergy EVRG Stock Holding History

Cornerstone Financial Management’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 		$4.93K Buy
57
+6
+12% +$497 ﹤0.01% 622
2026
Q1 		$4.18K Buy
51
+6
+13% +$474 ﹤0.01% 534
2025
Q4 		$3.26K Buy
+45
New +$3.41K ﹤0.01% 541

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

Cornerstone Financial Management's EVRG Position: Q2 2026 in Review

Cornerstone Financial Management increased its Evergy (EVRG) stake by 12% in Q2 2026, buying an estimated $497 and bringing the position to 57 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Cornerstone Financial Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cornerstone Financial Management held 57 shares of Evergy worth $4.93K as of Q2 2026.
  • Cornerstone Financial Management bought 6 Evergy shares in Q2 2026, an estimated $497.
  • Evergy made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #622 holding.
  • Cornerstone Financial Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.