Empower Advisory Group
EVRG icon

Empower Advisory Group’s Evergy EVRG Stock Holding History

Empower Advisory 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
Q3 		$86.3M Buy
1,100,203
+18,163
+2% +$1.51M 0.2% 96
2026
Q2 		$93.5M Buy
1,082,040
+13,590
+1% +$1.13M 0.22% 93
2026
Q1 		$87.5M Buy
1,068,450
+54,316
+5% +$4.29M 0.23% 92
2025
Q4 		$73.5M Sell
1,014,134
-41,480
-4% -$3.15M 0.2% 99
2025
Q3 		$80.2M Sell
1,055,614
-205,363
-16% -$14.6M 0.22% 89
2025
Q2 		$86.9M Buy
1,260,977
+33,746
+3% +$2.27M 0.26% 76
2025
Q1 		$84.6M Buy
1,227,231
+34,267
+3% +$2.24M 0.28% 69
2024
Q4 		$73.4M Buy
1,192,964
+45,439
+4% +$2.81M 0.25% 84
2024
Q3 		$71.2M Buy
1,147,525
+42,829
+4% +$2.49M 0.24% 93
2024
Q2 		$58.5M Buy
1,104,696
+37,398
+4% +$1.99M 0.22% 98
2024
Q1 		$57M Buy
1,067,298
+143,422
+16% +$7.33M 0.21% 109
2023
Q4 		$48.2M Buy
923,876
+106,960
+13% +$5.38M 0.19% 110
2023
Q3 		$41.4M Sell
816,916
-70,196
-8% -$3.99M 0.18% 110
2023
Q2 		$51.8M Buy
887,112
+21,107
+2% +$1.27M 0.22% 109
2023
Q1 		$52.3M Buy
+866,005
New +$52.7M 0.24% 104

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Empower Advisory Group's EVRG Position: Q3 2026 in Review

Empower Advisory Group increased its Evergy (EVRG) stake by 1.7% in Q3 2026, buying an estimated $1.51M and bringing the position to 1,100,203 shares worth $86.3M. The position accounts for 0.2% of the portfolio, ranked #96.

Empower Advisory Group first reported a position in EVRG in Q1 2023 and has held it in 15 quarters since. The position peaked at $93.5M in Q2 2026. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Empower Advisory Group held 1,100,203 shares of Evergy worth $86.3M as of Q3 2026.
  • Empower Advisory Group bought 18,163 Evergy shares in Q3 2026, an estimated $1.51M.
  • Evergy made up 0.2% of Empower Advisory Group's portfolio in Q3 2026, its #96 holding.
  • Empower Advisory Group first reported a position in Evergy in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's Evergy position peaked at $93.5M in Q2 2026.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.