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Evolve Private Wealth’s Evergy EVRG Stock Holding History

Evolve Private 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 		$486K Sell
5,628
-4,533
-45% -$375K 0.03% 530
2026
Q1 		$832K Buy
10,161
+402
+4% +$31.8K 0.04% 381
2025
Q4 		$707K Buy
+9,759
New +$740K 0.04% 403

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

Evolve Private Wealth's EVRG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Evergy (EVRG) stake by 45% in Q2 2026, selling an estimated $375K and leaving 5,628 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #530.

Evolve Private Wealth first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $832K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Evolve Private Wealth held 5,628 shares of Evergy worth $486K as of Q2 2026.
  • Evolve Private Wealth sold 4,533 Evergy shares in Q2 2026, an estimated $375K.
  • Evergy made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #530 holding.
  • Evolve Private Wealth first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Evergy position peaked at $832K in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.