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Harel Insurance Investments & Financial Services’s Evergy EVRG Stock Holding History

Harel Insurance Investments & Financial 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 		$27K Buy
312
+31
+11% +$2.57K ﹤0.01% 487
2026
Q1 		$23K Buy
281
+29
+12% +$2.29K ﹤0.01% 466
2025
Q4 		$18K Buy
252
+12
+5% +$910 ﹤0.01% 393
2025
Q3 		$18K Buy
+240
New +$17.1K ﹤0.01% 431
2019
Q1 		– Sell
-53
Closed -$3K – 467
2018
Q4 		$3K Buy
+53
New +$3.06K ﹤0.01% 440

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EVRG Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Evergy (EVRG) stake by 11% in Q2 2026, buying an estimated $2.57K and bringing the position to 312 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Harel Insurance Investments & Financial Services first reported a position in EVRG in Q4 2018 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 312 shares of Evergy worth $27K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 31 Evergy shares in Q2 2026, an estimated $2.57K.
  • Evergy made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #487 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Evergy in Q4 2018 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.