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CWA Asset Management Group’s Evergy EVRG Stock Holding History

CWA Asset Management 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 		$324K Sell
3,749
-13
-0.3% -$1.08K 0.01% 574
2026
Q1 		$308K Sell
3,762
-2,164
-37% -$171K 0.01% 560
2025
Q4 		$430K Sell
5,926
-29,089
-83% -$2.21M 0.02% 487
2025
Q3 		$2.66M Buy
35,015
+2,668
+8% +$190K 0.1% 184
2025
Q2 		$2.23M Buy
32,347
+4,008
+14% +$269K 0.09% 193
2025
Q1 		$1.95M Buy
28,339
+5,337
+23% +$349K 0.09% 192
2024
Q4 		$1.42M Sell
23,002
-541
-2% -$33.5K 0.07% 209
2024
Q3 		$1.46M Buy
+23,543
New +$1.37M 0.08% 187

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

CWA Asset Management Group's EVRG Position: Q2 2026 in Review

CWA Asset Management Group reduced its Evergy (EVRG) stake by 0.35% in Q2 2026, selling an estimated $1.08K and leaving 3,749 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #574.

CWA Asset Management Group first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.66M in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CWA Asset Management Group held 3,749 shares of Evergy worth $324K as of Q2 2026.
  • CWA Asset Management Group sold 13 Evergy shares in Q2 2026, an estimated $1.08K.
  • Evergy made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #574 holding.
  • CWA Asset Management Group first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • CWA Asset Management Group's Evergy position peaked at $2.66M in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.