EWP
EVRG icon

Elevation Wealth Partners’s Evergy EVRG Stock Holding History

Elevation Wealth Partners’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 		$16.2K Buy
188
+107
+132% +$8.86K ﹤0.01% 654
2026
Q1 		$6.64K Buy
81
+39
+93% +$3.08K ﹤0.01% 621
2025
Q4 		$3.04K Buy
42
+37
+740% +$2.81K ﹤0.01% 727
2025
Q3 		$381 Buy
+5
New +$356 ﹤0.01% 832

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

Elevation Wealth Partners's EVRG Position: Q2 2026 in Review

Elevation Wealth Partners increased its Evergy (EVRG) stake by 132% in Q2 2026, buying an estimated $8.86K and bringing the position to 188 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Elevation Wealth Partners first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Elevation Wealth Partners held 188 shares of Evergy worth $16.2K as of Q2 2026.
  • Elevation Wealth Partners bought 107 Evergy shares in Q2 2026, an estimated $8.86K.
  • Evergy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #654 holding.
  • Elevation Wealth Partners first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.