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CVA Family Office’s Evergy EVRG Stock Holding History

CVA Family Office’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 		$85.8K Buy
993
+2
+0.2% +$166 0.01% 504
2026
Q1 		$81.2K Buy
991
+166
+20% +$13.1K 0.01% 497
2025
Q4 		$59.8K Sell
825
-50
-6% -$3.79K 0.01% 527
2025
Q3 		$66.5K Buy
875
+62
+8% +$4.42K 0.01% 497
2025
Q2 		$56K Sell
813
-95
-10% -$6.38K 0.01% 526
2025
Q1 		$62.6K Sell
908
-42
-4% -$2.75K 0.01% 481
2024
Q4 		$58.5K Buy
950
+233
+32% +$14.4K 0.01% 491
2024
Q3 		$44.5K Buy
717
+75
+12% +$4.36K 0.01% 530
2024
Q2 		$34K Buy
642
+97
+18% +$5.16K 0.01% 561
2024
Q1 		$29.1K Sell
545
-15
-3% -$766 0.01% 581
2023
Q4 		$29.2K Buy
+560
New +$28.2K 0.01% 561
2023
Q1 		– Sell
-30
Closed -$1.89K – 987
2022
Q4 		$1.89K Sell
30
-400
-93% -$24K ﹤0.01% 831
2022
Q3 		$26K Sell
430
-35
-8% -$2.35K 0.01% 481
2022
Q2 		$30K Hold
465
– – 0.01% 464
2022
Q1 		$32K Buy
+465
New +$30K 0.01% 479

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CVA Family Office's EVRG Position: Q2 2026 in Review

CVA Family Office increased its Evergy (EVRG) stake by 0.2% in Q2 2026, buying an estimated $166 and bringing the position to 993 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #504.

CVA Family Office first reported a position in EVRG in Q1 2022 and has held it in 15 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CVA Family Office held 993 shares of Evergy worth $85.8K as of Q2 2026.
  • CVA Family Office bought 2 Evergy shares in Q2 2026, an estimated $166.
  • Evergy made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #504 holding.
  • CVA Family Office first reported a position in Evergy in Q1 2022 and has held it in 15 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.