First National Advisers’s Evergy EVRG Stock Holding History

First National Advisers’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	$329K	Buy	3,804 +32	+0.8%	+$2.65K	0.05%	214
2026 Q1	$309K	Buy	3,772 +11	+0.3%	+$869	0.05%	212
2025 Q4	$273K	Hold	3,761	–	–	0.04%	215
2025 Q3	$286K	Hold	3,761	–	–	0.04%	209
2025 Q2	$259K	Hold	3,761	–	–	0.04%	206
2025 Q1	$259K	Hold	3,761	–	–	0.04%	202
2024 Q4	$231K	Hold	3,761	–	–	0.04%	166
2024 Q3	$233K	Buy	+3,761	New	+$219K	0.04%	209
2024 Q2	–	Sell	-3,761	Closed	-$201K	–	211
2024 Q1	$201K	Buy	+3,761	New	+$192K	0.04%	203
2023 Q3	–	Sell	-3,761	Closed	-$220K	–	152
2023 Q2	$220K	Hold	3,761	–	–	0.2%	108
2023 Q1	$230K	Hold	3,761	–	–	0.26%	100
2022 Q4	$237K	Buy	+3,761	New	+$226K	0.3%	97

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First National Advisers's EVRG Position: Q2 2026 in Review

First National Advisers increased its Evergy (EVRG) stake by 0.85% in Q2 2026, buying an estimated $2.65K and bringing the position to 3,804 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #214.

First National Advisers first reported a position in EVRG in Q4 2022 and has held it in 12 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

First National Advisers held 3,804 shares of Evergy worth $329K as of Q2 2026.
First National Advisers bought 32 Evergy shares in Q2 2026, an estimated $2.65K.
Evergy made up 0.05% of First National Advisers's portfolio in Q2 2026, its #214 holding.
First National Advisers first reported a position in Evergy in Q4 2022 and has held it in 12 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.