CWA
EVRG icon

Cura Wealth Advisors’s Evergy EVRG Stock Holding History

Cura Wealth 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 		$389K Buy
4,497
+38
+0.9% +$3.15K 0.17% 73
2026
Q1 		$365K Buy
4,459
+38
+0.9% +$3K 0.16% 71
2025
Q4 		$320K Buy
+4,421
New +$335K 0.12% 87

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

Cura Wealth Advisors's EVRG Position: Q2 2026 in Review

Cura Wealth Advisors increased its Evergy (EVRG) stake by 0.85% in Q2 2026, buying an estimated $3.15K and bringing the position to 4,497 shares worth $389K. The position accounts for 0.17% of the portfolio, ranked #73.

Cura Wealth Advisors 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.

  • Cura Wealth Advisors held 4,497 shares of Evergy worth $389K as of Q2 2026.
  • Cura Wealth Advisors bought 38 Evergy shares in Q2 2026, an estimated $3.15K.
  • Evergy made up 0.17% of Cura Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Cura Wealth Advisors 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 Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.