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HB Wealth Management’s Evergy EVRG Stock Holding History

HB Wealth Management’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 		$1.44M Buy
16,629
+4,436
+36% +$367K 0.01% 591
2026
Q1 		$999K Buy
12,193
+2,669
+28% +$211K 0.01% 659
2025
Q4 		$690K Buy
9,524
+525
+6% +$39.8K ﹤0.01% 754
2025
Q3 		$684K Buy
8,999
+85
+1% +$6.06K ﹤0.01% 726
2025
Q2 		$614K Buy
8,914
+141
+2% +$9.48K ﹤0.01% 675
2025
Q1 		$605K Buy
8,773
+829
+10% +$54.3K 0.01% 707
2024
Q4 		$489K Buy
7,944
+506
+7% +$31.3K 0.01% 629
2024
Q3 		$461K Buy
7,438
+460
+7% +$26.8K ﹤0.01% 610
2024
Q2 		$370K Buy
6,978
+1,253
+22% +$66.7K ﹤0.01% 636
2024
Q1 		$306K Buy
5,725
+1,060
+23% +$54.2K ﹤0.01% 650
2023
Q4 		$244K Buy
+4,665
New +$235K ﹤0.01% 682

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

HB Wealth Management's EVRG Position: Q2 2026 in Review

HB Wealth Management increased its Evergy (EVRG) stake by 36% in Q2 2026, buying an estimated $367K and bringing the position to 16,629 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #591.

HB Wealth Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • HB Wealth Management held 16,629 shares of Evergy worth $1.44M as of Q2 2026.
  • HB Wealth Management bought 4,436 Evergy shares in Q2 2026, an estimated $367K.
  • Evergy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #591 holding.
  • HB Wealth Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.