Heritage Wealth Advisors’s Evergy EVRG Stock Holding History

Heritage Wealth Advisors’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	$56.9K	Hold	658	–	–	﹤0.01%	322
2026 Q1	$53.9K	Hold	658	–	–	﹤0.01%	317
2025 Q4	$47.7K	Hold	658	–	–	﹤0.01%	323
2025 Q3	$50K	Hold	658	–	–	﹤0.01%	299
2025 Q2	$45.4K	Hold	658	–	–	﹤0.01%	308
2025 Q1	$45.4K	Hold	658	–	–	﹤0.01%	307
2024 Q4	$40.5K	Hold	658	–	–	﹤0.01%	331
2024 Q3	$40.8K	Hold	658	–	–	﹤0.01%	344
2024 Q2	$34.9K	Hold	658	–	–	﹤0.01%	342
2024 Q1	$35.1K	Sell	658 -142	-18%	-$7.26K	﹤0.01%	356
2023 Q4	$41.8K	Hold	800	–	–	﹤0.01%	351
2023 Q3	$40.6K	Hold	800	–	–	﹤0.01%	320
2023 Q2	$46.7K	Hold	800	–	–	﹤0.01%	330
2023 Q1	$48.9K	Hold	800	–	–	﹤0.01%	324
2022 Q4	$50.3K	Hold	800	–	–	﹤0.01%	326
2022 Q3	$47.5K	Hold	800	–	–	﹤0.01%	302
2022 Q2	$52K	Buy	800 +142	+22%	+$9.63K	﹤0.01%	324
2022 Q1	$45K	Hold	658	–	–	﹤0.01%	326
2021 Q4	$45K	Hold	658	–	–	﹤0.01%	338
2021 Q3	$40.9K	Sell	658 -290	-31%	-$19K	﹤0.01%	335
2021 Q2	$57.3K	Hold	948	–	–	﹤0.01%	315
2021 Q1	$56.4K	Hold	948	–	–	﹤0.01%	320
2020 Q4	$53K	Sell	948 -194	-17%	-$10.6K	﹤0.01%	317
2020 Q3	$58K	Hold	1,142	–	–	0.01%	256
2020 Q2	$67.7K	Hold	1,142	–	–	0.01%	237
2020 Q1	$62.9K	Hold	1,142	–	–	0.01%	235
2019 Q4	$74.3K	Hold	1,142	–	–	0.01%	266
2019 Q3	$76K	Sell	1,142 -236	-17%	-$14.9K	0.01%	237
2019 Q2	$82.9K	Hold	1,378	–	–	0.01%	212
2019 Q1	$80K	Buy	1,378 +224	+19%	+$12.7K	0.01%	194
2018 Q4	$65K	Hold	1,154	–	–	0.01%	178
2018 Q3	$63K	Buy	+1,154	New	+$65.3K	0.01%	179

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

Heritage Wealth Advisors's EVRG Position: Q2 2026 in Review

Heritage Wealth Advisors held its Evergy (EVRG) position steady in Q2 2026 at 658 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Heritage Wealth Advisors first reported a position in EVRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $82.9K in Q2 2019. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Heritage Wealth Advisors held 658 shares of Evergy worth $56.9K as of Q2 2026.
Heritage Wealth Advisors left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #322 holding.
Heritage Wealth Advisors first reported a position in Evergy in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Evergy position peaked at $82.9K in Q2 2019.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.