EWM
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Empirical Wealth Management’s Evergy EVRG Stock Holding History

Empirical Wealth Management’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 		$755K Buy
8,739
+197
+2% +$16.3K 0.01% 493
2026
Q1 		$700K Buy
8,542
+1,564
+22% +$124K 0.01% 449
2025
Q4 		$506K Buy
6,978
+2,609
+60% +$198K 0.01% 516
2025
Q3 		$332K Buy
+4,369
New +$311K 0.01% 583
2025
Q2 		– Sell
-4,042
Closed -$279K – 707
2025
Q1 		$279K Buy
+4,042
New +$265K 0.01% 534
2022
Q1 		– Sell
-3,090
Closed -$212K – 513
2021
Q4 		$212K Sell
3,090
-1,735
-36% -$113K 0.01% 487
2021
Q3 		$300K Buy
+4,825
New +$316K 0.02% 380

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Empirical Wealth Management's EVRG Position: Q2 2026 in Review

Empirical Wealth Management increased its Evergy (EVRG) stake by 2.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 8,739 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #493.

Empirical Wealth Management first reported a position in EVRG in Q3 2021 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Empirical Wealth Management held 8,739 shares of Evergy worth $755K as of Q2 2026.
  • Empirical Wealth Management bought 197 Evergy shares in Q2 2026, an estimated $16.3K.
  • Evergy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Empirical Wealth Management first reported a position in Evergy in Q3 2021 and has held it in 7 quarters since.
  • 624 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.