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Financial Management Professionals’s Evergy EVRG Stock Holding History

Financial Management Professionals’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 		$5.62K Hold
65
– – ﹤0.01% 671
2026
Q1 		$5.33K Hold
65
– – ﹤0.01% 614
2025
Q4 		$4.71K Hold
65
– – ﹤0.01% 631
2025
Q3 		$4.94K Hold
65
– – ﹤0.01% 609
2025
Q2 		$4.48K Buy
65
+4
+7% +$269 ﹤0.01% 641
2025
Q1 		$4.21K Hold
61
– – ﹤0.01% 655
2024
Q4 		$3.75K Sell
61
-17
-22% -$1.05K ﹤0.01% 655
2024
Q3 		$5K Hold
78
– – ﹤0.01% 629
2024
Q2 		$4K Hold
78
– – ﹤0.01% 610
2024
Q1 		$4K Buy
78
+55
+239% +$2.81K ﹤0.01% 664
2023
Q4 		$1K Sell
23
-53
-70% -$2.67K ﹤0.01% 835
2023
Q3 		$4K Buy
76
+7
+10% +$397 ﹤0.01% 623
2023
Q2 		$4K Buy
69
+6
+10% +$362 ﹤0.01% 669
2023
Q1 		$4K Sell
63
-34
-35% -$2.07K ﹤0.01% 709
2022
Q4 		$6K Hold
97
– – ﹤0.01% 586
2022
Q3 		$6K Hold
97
– – ﹤0.01% 572
2022
Q2 		$6K Buy
97
+49
+102% +$3.32K ﹤0.01% 585
2022
Q1 		$3K Buy
48
+6
+14% +$387 ﹤0.01% 706
2021
Q4 		$3K Hold
42
– – ﹤0.01% 659
2021
Q3 		$3K Hold
42
– – ﹤0.01% 652
2021
Q2 		$3K Buy
42
+27
+180% +$1.69K ﹤0.01% 595
2021
Q1 		$1K Buy
15
+12
+400% +$664 ﹤0.01% 621
2020
Q4 		$0 Buy
+3
New +$165 ﹤0.01% 645

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 Management Professionals's EVRG Position: Q2 2026 in Review

Financial Management Professionals held its Evergy (EVRG) position steady in Q2 2026 at 65 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Financial Management Professionals first reported a position in EVRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6K in Q4 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Financial Management Professionals held 65 shares of Evergy worth $5.62K as of Q2 2026.
  • Financial Management Professionals left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #671 holding.
  • Financial Management Professionals first reported a position in Evergy in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Professionals's Evergy position peaked at $6K in Q4 2022.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.