CIS
EVRG icon

Custom Index Systems’s Evergy EVRG Stock Holding History

Custom Index Systems’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 		$127K Buy
+1,470
New +$122K 0.05% 283
2026
Q1 		– Sell
-4,065
Closed -$295K – 269
2025
Q4 		$295K Sell
4,065
-1,425
-26% -$108K 0.13% 198
2025
Q3 		$417K Buy
5,490
+1,162
+27% +$82.8K 0.12% 187
2025
Q2 		$298K Buy
+4,328
New +$291K 0.14% 191

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

Custom Index Systems's EVRG Position: Q2 2026 in Review

Custom Index Systems opened a new position in Evergy (EVRG) in Q2 2026: 1,470 shares worth $127K. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in EVRG as recently as Q4 2025.

Custom Index Systems first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $417K in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Custom Index Systems held 1,470 shares of Evergy worth $127K as of Q2 2026.
  • Evergy was a new Custom Index Systems position in Q2 2026.
  • Evergy made up 0.05% of Custom Index Systems's portfolio in Q2 2026, its #283 holding.
  • Custom Index Systems first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • Custom Index Systems's Evergy position peaked at $417K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.