DF
EVRG icon

Dunhill Financial’s Evergy EVRG Stock Holding History

Dunhill Financial’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 		$10K Buy
115
+3
+3% +$248 ﹤0.01% 580
2026
Q1 		$9.19K Hold
112
– – ﹤0.01% 547
2025
Q4 		$8.13K Buy
112
+5
+5% +$379 ﹤0.01% 528
2025
Q3 		$8.12K Buy
107
+1
+0.9% +$71 ﹤0.01% 505
2025
Q2 		$7.37K Buy
106
+51
+93% +$3.43K ﹤0.01% 498
2025
Q1 		$3.77K Sell
55
-4
-7% -$262 ﹤0.01% 626
2024
Q4 		$3.63K Buy
59
+12
+26% +$742 ﹤0.01% 611
2024
Q3 		$2.92K Buy
47
+24
+104% +$1.4K ﹤0.01% 653
2024
Q2 		$1.19K Buy
23
+5
+28% +$266 ﹤0.01% 664
2024
Q1 		$960 Buy
18
+3
+20% +$153 ﹤0.01% 644
2023
Q4 		$787 Buy
+15
New +$755 ﹤0.01% 640

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

Dunhill Financial's EVRG Position: Q2 2026 in Review

Dunhill Financial increased its Evergy (EVRG) stake by 2.7% in Q2 2026, buying an estimated $248 and bringing the position to 115 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Dunhill Financial first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Dunhill Financial held 115 shares of Evergy worth $10K as of Q2 2026.
  • Dunhill Financial bought 3 Evergy shares in Q2 2026, an estimated $248.
  • Evergy made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #580 holding.
  • Dunhill Financial first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.