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Fifth Third Wealth Advisors’s Evergy EVRG Stock Holding History

Fifth Third 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 		$244K Sell
2,822
-142
-5% -$11.8K 0.01% 821
2026
Q1 		$243K Buy
+2,964
New +$234K 0.01% 692

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

Fifth Third Wealth Advisors's EVRG Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Evergy (EVRG) stake by 4.8% in Q2 2026, selling an estimated $11.8K and leaving 2,822 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #821.

Fifth Third Wealth Advisors first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,822 shares of Evergy worth $244K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 142 Evergy shares in Q2 2026, an estimated $11.8K.
  • Evergy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #821 holding.
  • Fifth Third Wealth Advisors first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.