EWM
EVRG icon

Evermay Wealth Management’s Evergy EVRG Stock Holding History

Evermay 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 		$27.7K Buy
321
+101
+46% +$8.36K ﹤0.01% 416
2026
Q1 		$18K Hold
220
– – ﹤0.01% 403
2025
Q4 		$15.9K Hold
220
– – ﹤0.01% 406
2025
Q3 		$16.7K Hold
220
– – ﹤0.01% 403
2025
Q2 		$15.2K Hold
220
– – ﹤0.01% 410
2025
Q1 		$15.2K Hold
220
– – ﹤0.01% 408
2024
Q4 		$13.5K Hold
220
– – ﹤0.01% 409
2024
Q3 		$13.6K Hold
220
– – ﹤0.01% 432
2024
Q2 		$11.7K Hold
220
– – ﹤0.01% 440
2024
Q1 		$11.7K Hold
220
– – ﹤0.01% 452
2023
Q4 		$11.5K Hold
220
– – ﹤0.01% 439
2023
Q3 		$11.2K Hold
220
– – ﹤0.01% 416
2023
Q2 		$12.9K Sell
220
-10
-4% -$604 ﹤0.01% 404
2023
Q1 		$14.1K Hold
230
– – ﹤0.01% 384
2022
Q4 		$14.5K Hold
230
– – ﹤0.01% 386
2022
Q3 		$14K Hold
230
– – ﹤0.01% 366
2022
Q2 		$15K Hold
230
– – ﹤0.01% 360
2022
Q1 		$16K Hold
230
– – ﹤0.01% 379
2021
Q4 		$16K Hold
230
– – ﹤0.01% 370
2021
Q3 		$14K Hold
230
– – ﹤0.01% 360
2021
Q2 		$14K Buy
+230
New +$14.4K ﹤0.01% 379

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

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

Evermay Wealth Management increased its Evergy (EVRG) stake by 46% in Q2 2026, buying an estimated $8.36K and bringing the position to 321 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Evermay Wealth Management first reported a position in EVRG in Q2 2021 and has held it in 21 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Evermay Wealth Management held 321 shares of Evergy worth $27.7K as of Q2 2026.
  • Evermay Wealth Management bought 101 Evergy shares in Q2 2026, an estimated $8.36K.
  • Evergy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Evermay Wealth Management first reported a position in Evergy in Q2 2021 and has held it in 21 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.