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DiNuzzo Private Wealth’s Evergy EVRG Stock Holding History

DiNuzzo Private Wealth’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 		$1.82K Hold
21
– – ﹤0.01% 715
2026
Q1 		$1.72K Hold
21
– – ﹤0.01% 697
2025
Q4 		$1.52K Hold
21
– – ﹤0.01% 736
2025
Q3 		$1.5K Sell
21
-1
-5% -$71 ﹤0.01% 751
2025
Q2 		$1.52K Buy
22
+2
+10% +$134 ﹤0.01% 708
2025
Q1 		$1.38K Buy
20
+2
+11% +$131 ﹤0.01% 717
2024
Q4 		$1.11K Buy
18
+1
+6% +$62 ﹤0.01% 813
2024
Q3 		$1.05K Sell
17
-1
-6% -$58 ﹤0.01% 834
2024
Q2 		$954 Buy
18
+8
+80% +$426 ﹤0.01% 815
2024
Q1 		$534 Hold
10
– – ﹤0.01% 950
2023
Q4 		$522 Buy
+10
New +$503 ﹤0.01% 965

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

DiNuzzo Private Wealth's EVRG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Evergy (EVRG) position steady in Q2 2026 at 21 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

DiNuzzo Private Wealth first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • DiNuzzo Private Wealth held 21 shares of Evergy worth $1.82K as of Q2 2026.
  • DiNuzzo Private Wealth left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #715 holding.
  • DiNuzzo Private Wealth first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.