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Cornerstone Planning Group’s Evergy EVRG Stock Holding History

Cornerstone Planning Group’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 		$2.88K Sell
33
-9
-21% -$745 ﹤0.01% 1227
2026
Q1 		$3.36K Buy
42
+1
+2% +$79 ﹤0.01% 1187
2025
Q4 		$3.15K Buy
41
+13
+46% +$986 ﹤0.01% 1093
2025
Q3 		$2.18K Buy
28
+9
+47% +$641 ﹤0.01% 1144
2025
Q2 		$1.39K Buy
19
+7
+58% +$470 ﹤0.01% 1035
2025
Q1 		$817 Buy
12
+5
+71% +$327 ﹤0.01% 1175
2024
Q4 		$450 Buy
+7
New +$433 ﹤0.01% 1172
2024
Q2 		– Sell
-37
Closed -$2K – 1289
2024
Q1 		$2K Sell
37
-97
-72% -$4.96K ﹤0.01% 666
2023
Q4 		$7K Sell
134
-17
-11% -$856 ﹤0.01% 488
2023
Q3 		$7.66K Sell
151
-220
-59% -$12.5K ﹤0.01% 474
2023
Q2 		$21.7K Buy
+371
New +$22.4K 0.01% 414
2022
Q4 		$58.5K Buy
+988
New +$59.3K 0.02% 239

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 Planning Group's EVRG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Evergy (EVRG) stake by 21% in Q2 2026, selling an estimated $745 and leaving 33 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Cornerstone Planning Group first reported a position in EVRG in Q4 2022 and has held it in 12 quarters since. The position peaked at $58.5K in Q4 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cornerstone Planning Group held 33 shares of Evergy worth $2.88K as of Q2 2026.
  • Cornerstone Planning Group sold 9 Evergy shares in Q2 2026, an estimated $745.
  • Evergy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1227 holding.
  • Cornerstone Planning Group first reported a position in Evergy in Q4 2022 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Evergy position peaked at $58.5K in Q4 2022.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.