FFO
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Fortitude Family Office’s Evergy EVRG Stock Holding History

Fortitude Family Office’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 		$14.6K Buy
169
+6
+4% +$497 ﹤0.01% 637
2026
Q1 		$13.4K Buy
163
+68
+72% +$5.37K ﹤0.01% 553
2025
Q4 		$6.89K Buy
95
+2
+2% +$152 ﹤0.01% 702
2025
Q3 		$7.07K Hold
93
– – ﹤0.01% 688
2025
Q2 		$6.41K Buy
93
+42
+82% +$2.82K ﹤0.01% 699
2025
Q1 		$3.52K Sell
51
-269
-84% -$17.6K ﹤0.01% 818
2024
Q4 		$19.7K Hold
320
– – 0.01% 455
2024
Q3 		$19.8K Buy
320
+269
+527% +$15.7K 0.01% 420
2024
Q2 		$2.7K Buy
+51
New +$2.71K ﹤0.01% 756
2024
Q1 		– Sell
-41
Closed -$2.14K – 1008
2023
Q4 		$2.14K Buy
+41
New +$2.06K ﹤0.01% 861

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

Fortitude Family Office's EVRG Position: Q2 2026 in Review

Fortitude Family Office increased its Evergy (EVRG) stake by 3.7% in Q2 2026, buying an estimated $497 and bringing the position to 169 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Fortitude Family Office first reported a position in EVRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8K in Q3 2024. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Fortitude Family Office held 169 shares of Evergy worth $14.6K as of Q2 2026.
  • Fortitude Family Office bought 6 Evergy shares in Q2 2026, an estimated $497.
  • Evergy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #637 holding.
  • Fortitude Family Office first reported a position in Evergy in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's Evergy position peaked at $19.8K in Q3 2024.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.