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Excelsior Advisor Network’s Evergy EVRG Stock Holding History

Excelsior Advisor Network’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 		$569K Buy
6,580
+3,731
+131% +$309K 0.07% 246
2026
Q1 		$233K Buy
+2,849
New +$225K 0.09% 188

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Excelsior Advisor Network's EVRG Position: Q2 2026 in Review

Excelsior Advisor Network increased its Evergy (EVRG) stake by 131% in Q2 2026, buying an estimated $309K and bringing the position to 6,580 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #246.

Excelsior Advisor Network first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Excelsior Advisor Network held 6,580 shares of Evergy worth $569K as of Q2 2026.
  • Excelsior Advisor Network bought 3,731 Evergy shares in Q2 2026, an estimated $309K.
  • Evergy made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #246 holding.
  • Excelsior Advisor Network first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.