Envestnet Portfolio Solutions
EVRG icon

Envestnet Portfolio Solutions’s Evergy EVRG Stock Holding History

Envestnet Portfolio Solutions’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 		$15.8M Sell
182,423
-18,765
-9% -$1.55M 0.08% 161
2026
Q1 		$16.5M Buy
201,188
+74,896
+59% +$5.92M 0.09% 132
2025
Q4 		$9.15M Sell
126,292
-4,198
-3% -$318K 0.03% 256
2025
Q3 		$9.92M Buy
130,490
+3,268
+3% +$233K 0.04% 233
2025
Q2 		$8.77M Buy
127,222
+123,323
+3,163% +$8.29M 0.03% 252
2025
Q1 		$269K Sell
3,899
-8,496
-69% -$556K ﹤0.01% 1346
2024
Q4 		$763K Buy
12,395
+25
+0.2% +$1.55K ﹤0.01% 1044
2024
Q3 		$767K Sell
12,370
-2,408
-16% -$140K ﹤0.01% 1002
2024
Q2 		$783K Buy
14,778
+541
+4% +$28.8K ﹤0.01% 948
2024
Q1 		$760K Sell
14,237
-6,247
-30% -$319K ﹤0.01% 947
2023
Q4 		$1.07M Buy
20,484
+4,575
+29% +$230K ﹤0.01% 777
2023
Q3 		$807K Buy
+15,909
New +$903K ﹤0.01% 801

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

Envestnet Portfolio Solutions's EVRG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Evergy (EVRG) stake by 9.3% in Q2 2026, selling an estimated $1.55M and leaving 182,423 shares worth $15.8M. The position accounts for 0.08% of the portfolio, ranked #161.

Envestnet Portfolio Solutions first reported a position in EVRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.5M in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Envestnet Portfolio Solutions held 182,423 shares of Evergy worth $15.8M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 18,765 Evergy shares in Q2 2026, an estimated $1.55M.
  • Evergy made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #161 holding.
  • Envestnet Portfolio Solutions first reported a position in Evergy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Evergy position peaked at $16.5M in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.