EWA
EVRG icon

EverSource Wealth Advisors’s Evergy EVRG Stock Holding History

EverSource 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 		$217K Sell
2,508
-109
-4% -$9.03K 0.01% 964
2026
Q1 		$214K Buy
2,617
+644
+33% +$50.9K 0.01% 1016
2025
Q4 		$143K Sell
1,973
-366
-16% -$27.8K 0.01% 1132
2025
Q3 		$178K Buy
2,339
+474
+25% +$33.8K 0.01% 971
2025
Q2 		$129K Buy
1,865
+129
+7% +$8.67K 0.01% 1065
2025
Q1 		$120K Buy
1,736
+1,257
+262% +$82.3K 0.01% 845
2024
Q4 		$29.5K Sell
479
-18
-4% -$1.11K ﹤0.01% 1432
2024
Q3 		$30.8K Sell
497
-162
-25% -$9.43K ﹤0.01% 1270
2024
Q2 		$38.2K Buy
659
+45
+7% +$2.39K ﹤0.01% 1219
2024
Q1 		$32.2K Sell
614
-384
-38% -$19.6K ﹤0.01% 1160
2023
Q4 		$52.1K Buy
998
+748
+299% +$37.6K ﹤0.01% 882
2023
Q3 		$12.7K Buy
250
+29
+13% +$1.65K ﹤0.01% 1328
2023
Q2 		$12.9K Buy
221
+7
+3% +$423 ﹤0.01% 1332
2023
Q1 		$13.1K Buy
214
+14
+7% +$852 ﹤0.01% 1257
2022
Q4 		$12.6K Buy
200
+61
+44% +$3.66K ﹤0.01% 1246
2022
Q3 		$8K Buy
139
+97
+231% +$6.53K ﹤0.01% 1192
2022
Q2 		$3K Sell
42
-61
-59% -$4.14K ﹤0.01% 1392
2022
Q1 		$7K Buy
103
+33
+47% +$2.13K ﹤0.01% 1133
2021
Q4 		$5K Buy
+70
New +$4.55K ﹤0.01% 1254

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

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

EverSource Wealth Advisors reduced its Evergy (EVRG) stake by 4.2% in Q2 2026, selling an estimated $9.03K and leaving 2,508 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #964.

EverSource Wealth Advisors first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • EverSource Wealth Advisors held 2,508 shares of Evergy worth $217K as of Q2 2026.
  • EverSource Wealth Advisors sold 109 Evergy shares in Q2 2026, an estimated $9.03K.
  • Evergy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #964 holding.
  • EverSource Wealth Advisors first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.