FWA
EVRG icon

Flagship Wealth Advisors’s Evergy EVRG Stock Holding History

Flagship 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 		$17.3K Hold
200
– – ﹤0.01% 369
2026
Q1 		$13.8K Hold
200
– – 0.01% 272
2025
Q4 		$14.5K Hold
200
– – ﹤0.01% 300
2025
Q3 		$15.2K Hold
200
– – 0.01% 303
2025
Q2 		$13.8K Hold
200
– – 0.01% 287
2025
Q1 		$13.8K Hold
200
– – 0.01% 281
2024
Q4 		$12.3K Buy
+200
New +$12.4K 0.01% 278

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

Flagship Wealth Advisors's EVRG Position: Q2 2026 in Review

Flagship Wealth Advisors held its Evergy (EVRG) position steady in Q2 2026 at 200 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Flagship Wealth Advisors first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Flagship Wealth Advisors held 200 shares of Evergy worth $17.3K as of Q2 2026.
  • Flagship Wealth Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Flagship Wealth Advisors first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.