HIMS
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Hager Investment Management Services’s Evergy EVRG Stock Holding History

Hager Investment Management Services’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 		$264K Hold
3,060
– – 0.12% 91
2026
Q1 		$251K Hold
3,060
– – 0.14% 86
2025
Q4 		$222K Sell
3,060
-250
-8% -$19K 0.12% 85
2025
Q3 		$252K Sell
3,310
-10
-0.3% -$713 0.14% 86
2025
Q2 		$229K Hold
3,320
– – 0.14% 82
2025
Q1 		$229K Hold
3,320
– – 0.16% 82
2024
Q4 		$204K Buy
+3,320
New +$205K 0.13% 88

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Hager Investment Management Services's EVRG Position: Q2 2026 in Review

Hager Investment Management Services held its Evergy (EVRG) position steady in Q2 2026 at 3,060 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #91.

Hager Investment Management Services first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Hager Investment Management Services held 3,060 shares of Evergy worth $264K as of Q2 2026.
  • Hager Investment Management Services left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.12% of Hager Investment Management Services's portfolio in Q2 2026, its #91 holding.
  • Hager Investment Management Services first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.