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BFC Planning, Inc.’s Evergy EVRG Stock Holding History

BFC Planning, Inc.’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
Q3 		$107K Buy
1,359
+37
+3% +$3.07K ﹤0.01% 1203
2026
Q2 		$114K Buy
1,322
+492
+59% +$40.7K ﹤0.01% 1181
2026
Q1 		$68K Sell
830
-1,877
-69% -$148K ﹤0.01% 1233
2025
Q4 		$196K Buy
2,707
+346
+15% +$26.2K 0.01% 876
2025
Q3 		$180K Buy
2,361
+61
+3% +$4.35K 0.01% 714
2025
Q2 		$159K Buy
2,300
+4
+0.2% +$269 0.01% 713
2025
Q1 		$158K Sell
2,296
-10
-0.4% -$654 0.01% 701
2024
Q4 		$142K Sell
2,306
-19
-0.8% -$1.18K 0.01% 734
2024
Q3 		$144K Buy
+2,325
New +$135K 0.01% 741

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

BFC Planning, Inc.'s EVRG Position: Q3 2026 in Review

BFC Planning, Inc. increased its Evergy (EVRG) stake by 2.8% in Q3 2026, buying an estimated $3.07K and bringing the position to 1,359 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

BFC Planning, Inc. first reported a position in EVRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $196K in Q4 2025. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • BFC Planning, Inc. held 1,359 shares of Evergy worth $107K as of Q3 2026.
  • BFC Planning, Inc. bought 37 Evergy shares in Q3 2026, an estimated $3.07K.
  • Evergy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1203 holding.
  • BFC Planning, Inc. first reported a position in Evergy in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Evergy position peaked at $196K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.