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Gentry Private Wealth’s Evergy EVRG Stock Holding History

Gentry Private Wealth’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 		$527K Hold
6,098
– – 0.27% 48
2026
Q1 		$500K Hold
6,098
– – 0.3% 49
2025
Q4 		$442K Buy
6,098
+1,005
+20% +$76.2K 0.28% 56
2025
Q3 		$387K Hold
5,093
– – 0.27% 70
2025
Q2 		$351K Hold
5,093
– – 0.27% 69
2025
Q1 		$351K Buy
+5,093
New +$333K 0.29% 72
2024
Q4 		– Sell
-5,093
Closed -$316K – 48
2024
Q3 		$316K Hold
5,093
– – 0.26% 70
2024
Q2 		$270K Buy
+5,093
New +$271K 0.24% 69

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

Gentry Private Wealth's EVRG Position: Q2 2026 in Review

Gentry Private Wealth held its Evergy (EVRG) position steady in Q2 2026 at 6,098 shares worth $527K. The position accounts for 0.27% of the portfolio, ranked #48.

Gentry Private Wealth first reported a position in EVRG in Q2 2024 and has held it in 8 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Gentry Private Wealth held 6,098 shares of Evergy worth $527K as of Q2 2026.
  • Gentry Private Wealth left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.27% of Gentry Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Gentry Private Wealth first reported a position in Evergy in Q2 2024 and has held it in 8 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.