Evoke Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,834
| Closed | -$396K | – | 205 |
|
|
2026
Q1 | $396K | Sell |
4,834
-1,275
| -21% | -$101K | 0.01% | 466 |
|
|
2025
Q4 | $443K | Sell |
6,109
-1,261
| -17% | -$95.7K | 0.01% | 420 |
|
|
2025
Q3 | $560K | Buy |
7,370
+353
| +5% | +$25.2K | 0.01% | 332 |
|
|
2025
Q2 | $484K | Sell |
7,017
-78
| -1% | -$5.24K | 0.01% | 356 |
|
|
2025
Q1 | $489K | Buy |
7,095
+323
| +5% | +$21.1K | 0.01% | 276 |
|
|
2024
Q4 | $417K | Buy |
6,772
+78
| +1% | +$4.82K | 0.01% | 291 |
|
|
2024
Q3 | $415K | Buy |
+6,694
| New | +$389K | 0.01% | 283 |
|
|
2024
Q2 | – | Sell |
-8,153
| Closed | -$435K | – | 195 |
|
|
2024
Q1 | $435K | Buy |
+8,153
| New | +$417K | 0.01% | 273 |
|
|
2023
Q4 | – | Sell |
-4,365
| Closed | -$221K | – | 179 |
|
|
2023
Q3 | $221K | Buy |
4,365
+192
| +5% | +$10.9K | 0.01% | 337 |
|
|
2023
Q2 | $244K | Buy |
4,173
+31
| +0.7% | +$1.87K | 0.01% | 316 |
|
|
2023
Q1 | $253K | Sell |
4,142
-5
| -0.1% | -$304 | 0.01% | 298 |
|
|
2022
Q4 | $261K | Buy |
4,147
+19
| +0.5% | +$1.14K | 0.01% | 304 |
|
|
2022
Q3 | $245K | Sell |
4,128
-4
| -0.1% | -$269 | 0.01% | 290 |
|
|
2022
Q2 | $270K | Sell |
4,132
-3
| -0.1% | -$203 | 0.01% | 278 |
|
|
2022
Q1 | $283K | Buy |
4,135
+1
| +0% | +$65 | 0.01% | 300 |
|
|
2021
Q4 | $284K | Buy |
4,134
+40
| +1% | +$2.6K | 0.01% | 312 |
|
|
2021
Q3 | $254K | Buy |
4,094
+4,000
| +4,255% | +$262K | 0.01% | 305 |
|
|
2021
Q2 | $6K | Sell |
94
-95
| -50% | -$5.94K | ﹤0.01% | 827 |
|
|
2021
Q1 | $11K | Buy |
189
+92
| +95% | +$5.09K | ﹤0.01% | 669 |
|
|
2020
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 711 |
|
|
2020
Q3 | $5K | Sell |
97
-29
| -23% | -$1.62K | ﹤0.01% | 666 |
|
|
2020
Q2 | $7K | Buy |
126
+4
| +3% | +$237 | ﹤0.01% | 594 |
|
|
2020
Q1 | $6.72K | Sell |
122
-42
| -26% | -$2.76K | ﹤0.01% | 563 |
|
|
2019
Q4 | $10.7K | Buy |
164
+46
| +39% | +$2.93K | ﹤0.01% | 727 |
|
|
2019
Q3 | $7.85K | Buy |
+118
| New | +$7.46K | ﹤0.01% | 883 |
|
Other funds holding EVRG
Evoke Wealth's EVRG Position: Q2 2026 in Review
Evoke Wealth sold out of Evergy (EVRG) in Q2 2026, closing a stake of 4,834 shares — an estimated $396K sold.
Evoke Wealth first reported a position in EVRG in Q3 2019 and held it in 25 quarters. The position peaked at $560K in Q3 2025. 947 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Evoke Wealth reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 4,834 Evergy shares in Q2 2026, an estimated $396K.
- Evoke Wealth first reported a position in Evergy in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's Evergy position peaked at $560K in Q3 2025.
- 947 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.