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HFM Investment Advisors’s Evergy EVRG Stock Holding History

HFM Investment 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 		$1.47K Buy
17
+8
+89% +$662 ﹤0.01% 584
2026
Q1 		$737 Hold
9
– – ﹤0.01% 525
2025
Q4 		$653 Hold
9
– – ﹤0.01% 609
2025
Q3 		$684 Hold
9
– – ﹤0.01% 526
2025
Q2 		$620 Buy
9
+6
+200% +$403 ﹤0.01% 571
2025
Q1 		$207 Buy
+3
New +$196 ﹤0.01% 614

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

HFM Investment Advisors's EVRG Position: Q2 2026 in Review

HFM Investment Advisors increased its Evergy (EVRG) stake by 89% in Q2 2026, buying an estimated $662 and bringing the position to 17 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

HFM Investment Advisors first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • HFM Investment Advisors held 17 shares of Evergy worth $1.47K as of Q2 2026.
  • HFM Investment Advisors bought 8 Evergy shares in Q2 2026, an estimated $662.
  • Evergy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • HFM Investment Advisors first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.