EW
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Evoke Wealth’s Evergy EVRG Stock Holding History

Evoke Wealth’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 		– 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

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

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. 944 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.
  • 944 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.