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Financial Consulate’s Evergy EVRG Stock Holding History

Financial Consulate’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 		$4.75K Buy
55
+3
+6% +$248 ﹤0.01% 862
2026
Q1 		$4.26K Buy
52
+4
+8% +$316 ﹤0.01% 827
2025
Q4 		$3.48K Hold
48
– – ﹤0.01% 800
2025
Q3 		$3.65K Buy
+48
New +$3.42K ﹤0.01% 705

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

Financial Consulate's EVRG Position: Q2 2026 in Review

Financial Consulate increased its Evergy (EVRG) stake by 5.8% in Q2 2026, buying an estimated $248 and bringing the position to 55 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Financial Consulate first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Financial Consulate held 55 shares of Evergy worth $4.75K as of Q2 2026.
  • Financial Consulate bought 3 Evergy shares in Q2 2026, an estimated $248.
  • Evergy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #862 holding.
  • Financial Consulate first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.