EWA
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EP Wealth Advisors’s Evergy EVRG Stock Holding History

EP Wealth Advisors’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 		$675K Sell
7,811
-91
-1% -$7.53K ﹤0.01% 896
2026
Q1 		$647K Sell
7,902
-1,388
-15% -$110K ﹤0.01% 795
2025
Q4 		$673K Buy
+9,290
New +$705K ﹤0.01% 742
2025
Q2 		$651K Buy
9,444
+1,750
+23% +$118K ﹤0.01% 680
2025
Q1 		$531K Buy
7,694
+4,128
+116% +$270K ﹤0.01% 685
2024
Q4 		$219K Buy
3,566
+315
+10% +$19.5K ﹤0.01% 1027
2024
Q3 		$202K Buy
+3,251
New +$189K ﹤0.01% 1041

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

EP Wealth Advisors's EVRG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Evergy (EVRG) stake by 1.2% in Q2 2026, selling an estimated $7.53K and leaving 7,811 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

EP Wealth Advisors first reported a position in EVRG in Q3 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • EP Wealth Advisors held 7,811 shares of Evergy worth $675K as of Q2 2026.
  • EP Wealth Advisors sold 91 Evergy shares in Q2 2026, an estimated $7.53K.
  • Evergy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #896 holding.
  • EP Wealth Advisors first reported a position in Evergy in Q3 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.