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Global Retirement Partners’s Evergy EVRG Stock Holding History

Global Retirement Partners’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 		$237K Buy
+2,741
New +$227K ﹤0.01% 1483
2025
Q4 		$462K Buy
6,373
+3,804
+148% +$289K 0.01% 994
2025
Q3 		$195K Sell
2,569
-51
-2% -$3.63K ﹤0.01% 1195
2025
Q2 		$181K Buy
+2,620
New +$176K ﹤0.01% 1146
2024
Q4 		$165K Buy
2,688
+655
+32% +$40.5K ﹤0.01% 1037
2024
Q3 		$126K Buy
2,033
+135
+7% +$7.86K ﹤0.01% 1124
2024
Q2 		$101K Buy
1,898
+175
+10% +$9.31K ﹤0.01% 1199
2024
Q1 		$91.9K Sell
1,723
-98
-5% -$5.01K ﹤0.01% 1122
2023
Q4 		$96.3K Buy
1,821
+216
+13% +$10.9K ﹤0.01% 1069
2023
Q3 		$78.1K Sell
1,605
-302
-16% -$17.1K ﹤0.01% 1038
2023
Q2 		$111K Sell
1,907
-2,289
-55% -$138K 0.01% 900
2023
Q1 		$259K Buy
4,196
+2,193
+109% +$133K 0.01% 582
2022
Q4 		$126K Buy
2,003
+317
+19% +$19K 0.01% 745
2022
Q3 		$103K Sell
1,686
-557
-25% -$37.5K 0.01% 762
2022
Q2 		$146K Buy
2,243
+69
+3% +$4.68K 0.01% 638
2022
Q1 		$151K Buy
+2,174
New +$140K 0.01% 620
2021
Q4 		– Sell
-1,128
Closed -$70K – 688
2021
Q3 		$70K Hold
1,128
– – 0.01% 752
2021
Q2 		$68K Sell
1,128
-19
-2% -$1.19K 0.01% 747
2021
Q1 		$68K Sell
1,147
-364
-24% -$20.1K 0.01% 675
2020
Q4 		$84K Buy
1,511
+85
+6% +$4.66K 0.01% 569
2020
Q3 		$72K Hold
1,426
– – 0.01% 557
2020
Q2 		$85K Buy
1,426
+20
+1% +$1.18K 0.01% 516
2020
Q1 		$77K Sell
1,406
-8,839
-86% -$581K 0.01% 480
2019
Q4 		$667K Buy
10,245
+152
+2% +$9.69K 0.1% 192
2019
Q3 		$672K Buy
10,093
+8,612
+581% +$545K 0.11% 181
2019
Q2 		$89K Sell
1,481
-40
-3% -$2.34K 0.02% 481
2019
Q1 		$88K Sell
1,521
-59
-4% -$3.36K 0.02% 420
2018
Q4 		$90K Buy
1,580
+658
+71% +$38K 0.02% 399
2018
Q3 		$51K Buy
922
+467
+103% +$26.4K 0.01% 557
2018
Q2 		$26K Buy
+455
New +$24.4K 0.01% 714

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

Global Retirement Partners's EVRG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Evergy (EVRG) in Q2 2026: 2,741 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVRG as recently as Q4 2025.

Global Retirement Partners first reported a position in EVRG in Q2 2018 and has held it in 30 quarters since. The position peaked at $672K in Q3 2019. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Global Retirement Partners held 2,741 shares of Evergy worth $237K as of Q2 2026.
  • Evergy was a new Global Retirement Partners position in Q2 2026.
  • Evergy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1483 holding.
  • Global Retirement Partners first reported a position in Evergy in Q2 2018 and has held it in 30 quarters since.
  • Global Retirement Partners's Evergy position peaked at $672K in Q3 2019.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.