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Foundations Investment Advisors’s Evergy EVRG Stock Holding History

Foundations Investment 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 		$243K Sell
2,814
-148
-5% -$12.3K ﹤0.01% 1064
2026
Q1 		$243K Buy
+2,962
New +$234K ﹤0.01% 1005

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

Foundations Investment Advisors's EVRG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Evergy (EVRG) stake by 5% in Q2 2026, selling an estimated $12.3K and leaving 2,814 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Foundations Investment Advisors first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Foundations Investment Advisors held 2,814 shares of Evergy worth $243K as of Q2 2026.
  • Foundations Investment Advisors sold 148 Evergy shares in Q2 2026, an estimated $12.3K.
  • Evergy made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1064 holding.
  • Foundations Investment Advisors first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.