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Cornerstone Wealth Management’s Evergy EVRG Stock Holding History

Cornerstone Wealth 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 		$328K Buy
3,794
+16
+0.4% +$1.32K 0.01% 586
2026
Q1 		$310K Buy
3,778
+16
+0.4% +$1.26K 0.02% 569
2025
Q4 		$273K Buy
3,762
+18
+0.5% +$1.37K 0.01% 575
2025
Q3 		$285K Buy
3,744
+93
+3% +$6.63K 0.02% 544
2025
Q2 		$252K Buy
3,651
+111
+3% +$7.46K 0.02% 559
2025
Q1 		$244K Buy
3,540
+89
+3% +$5.82K 0.02% 523
2024
Q4 		$212K Sell
3,451
-965
-22% -$59.7K 0.01% 547
2024
Q3 		$274K Sell
4,416
-335
-7% -$19.5K 0.02% 475
2024
Q2 		$252K Buy
4,751
+394
+9% +$21K 0.02% 468
2024
Q1 		$233K Sell
4,357
-63
-1% -$3.22K 0.02% 487
2023
Q4 		$231K Sell
4,420
-47
-1% -$2.37K 0.02% 470
2023
Q3 		$226K Sell
4,467
-106
-2% -$6.02K 0.02% 486
2023
Q2 		$267K Sell
4,573
-1,925
-30% -$116K 0.02% 427
2023
Q1 		$397K Buy
+6,498
New +$395K 0.04% 323
2022
Q3 		$236K Buy
3,965
+1
+0% +$67 0.03% 390
2022
Q2 		$259K Buy
3,964
+2
+0.1% +$136 0.03% 379
2022
Q1 		$271K Buy
3,962
+1
+0% +$65 0.03% 384
2021
Q4 		$271K Sell
3,961
-94
-2% -$6.11K 0.03% 418
2021
Q3 		$252K Buy
4,055
+1
+0% +$66 0.03% 391
2021
Q2 		$245K Sell
4,054
-274
-6% -$17.1K 0.03% 409
2021
Q1 		$258K Buy
4,328
+583
+16% +$32.3K 0.03% 378
2020
Q4 		$208K Buy
+3,745
New +$205K 0.03% 393
2019
Q4 		– Sell
-3,402
Closed -$226K – 355
2019
Q3 		$226K Buy
+3,402
New +$215K 0.04% 311

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 Wealth Management's EVRG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Evergy (EVRG) stake by 0.42% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,794 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #586.

Cornerstone Wealth Management first reported a position in EVRG in Q3 2019 and has held it in 23 quarters since. The position peaked at $397K in Q1 2023. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cornerstone Wealth Management held 3,794 shares of Evergy worth $328K as of Q2 2026.
  • Cornerstone Wealth Management bought 16 Evergy shares in Q2 2026, an estimated $1.32K.
  • Evergy made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Cornerstone Wealth Management first reported a position in Evergy in Q3 2019 and has held it in 23 quarters since.
  • Cornerstone Wealth Management's Evergy position peaked at $397K in Q1 2023.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.