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Essential Partners’s Evergy EVRG Stock Holding History

Essential 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 		$26.9K Buy
311
+45
+17% +$3.73K 0.01% 796
2026
Q1 		$21.8K Hold
266
– – 0.01% 896
2025
Q4 		$19.3K Hold
266
– – 0.01% 927
2025
Q3 		$20.2K Buy
266
+23
+9% +$1.64K 0.01% 887
2025
Q2 		$16.8K Buy
+243
New +$16.3K 0.01% 719

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essential Partners's EVRG Position: Q2 2026 in Review

Essential Partners increased its Evergy (EVRG) stake by 17% in Q2 2026, buying an estimated $3.73K and bringing the position to 311 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #796.

Essential Partners first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Essential Partners held 311 shares of Evergy worth $26.9K as of Q2 2026.
  • Essential Partners bought 45 Evergy shares in Q2 2026, an estimated $3.73K.
  • Evergy made up 0.01% of Essential Partners's portfolio in Q2 2026, its #796 holding.
  • Essential Partners first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.