GoalVest Advisory’s Evergy EVRG Stock Holding History

GoalVest Advisory’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	$544K	Buy	6,290 +26	+0.4%	+$2.15K	0.1%	82
2026 Q1	$513K	Hold	6,264	–	–	0.1%	103
2025 Q4	$454K	Buy	6,264 +1,005	+19%	+$76.2K	0.09%	106
2025 Q3	$400K	Hold	5,259	–	–	0.08%	104
2025 Q2	$363K	Buy	5,259 +163	+3%	+$11K	0.09%	97
2025 Q1	$351K	Buy	5,096 +3	+0.1%	+$196	0.1%	93
2024 Q4	$313K	Hold	5,093	–	–	0.09%	97
2024 Q3	$316K	Hold	5,093	–	–	0.09%	90
2024 Q2	$270K	Hold	5,093	–	–	0.09%	91
2024 Q1	$272K	Hold	5,093	–	–	0.09%	91
2023 Q4	$266K	Hold	5,093	–	–	0.12%	58
2023 Q3	$258K	Hold	5,093	–	–	0.13%	67
2023 Q2	$298K	Hold	5,093	–	–	0.15%	68
2023 Q1	$311K	Hold	5,093	–	–	0.18%	59
2022 Q4	$321K	Hold	5,093	–	–	0.21%	61
2022 Q3	$303K	Buy	5,093 +1,110	+28%	+$74.7K	0.21%	66
2022 Q2	$255K	Buy	+3,983	New	+$270K	0.16%	109

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GoalVest Advisory's EVRG Position: Q2 2026 in Review

GoalVest Advisory increased its Evergy (EVRG) stake by 0.42% in Q2 2026, buying an estimated $2.15K and bringing the position to 6,290 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #82.

GoalVest Advisory first reported a position in EVRG in Q2 2022 and has held it in 17 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

GoalVest Advisory held 6,290 shares of Evergy worth $544K as of Q2 2026.
GoalVest Advisory bought 26 Evergy shares in Q2 2026, an estimated $2.15K.
Evergy made up 0.1% of GoalVest Advisory's portfolio in Q2 2026, its #82 holding.
GoalVest Advisory first reported a position in Evergy in Q2 2022 and has held it in 17 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.