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Harbor Investment Advisory’s Evergy EVRG Stock Holding History

Harbor Investment 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 		$346 Hold
4
– – ﹤0.01% 1277
2026
Q1 		$328 Buy
+4
New +$316 ﹤0.01% 1195
2024
Q3 		– Sell
-3
Closed -$159 – 1206
2024
Q2 		$159 Buy
+3
New +$160 ﹤0.01% 1217

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

Harbor Investment Advisory's EVRG Position: Q2 2026 in Review

Harbor Investment Advisory held its Evergy (EVRG) position steady in Q2 2026 at 4 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Harbor Investment Advisory first reported a position in EVRG in Q2 2024 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Harbor Investment Advisory held 4 shares of Evergy worth $346 as of Q2 2026.
  • Harbor Investment Advisory left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1277 holding.
  • Harbor Investment Advisory first reported a position in Evergy in Q2 2024 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.