HHM Wealth Advisors’s Evergy EVRG Stock Holding History

HHM 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	$179K	Hold	2,074	–	–	0.02%	223
2026 Q1	$170K	Hold	2,074	–	–	0.02%	212
2025 Q4	$150K	Hold	2,074	–	–	0.02%	225
2025 Q3	$158K	Hold	2,074	–	–	0.02%	234
2025 Q2	$143K	Hold	2,074	–	–	0.02%	245
2025 Q1	$143K	Hold	2,074	–	–	0.02%	228
2024 Q4	$128K	Hold	2,074	–	–	0.02%	235
2024 Q3	$129K	Hold	2,074	–	–	0.02%	225
2024 Q2	$110K	Buy	2,074 +1,804	+668%	+$96K	0.02%	234
2024 Q1	$14.4K	Hold	270	–	–	﹤0.01%	468
2023 Q4	$14.1K	Buy	+270	New	+$13.6K	﹤0.01%	461
2020 Q4	–	Sell	-239	Closed	-$12K	–	541
2020 Q3	$12K	Hold	239	–	–	﹤0.01%	368
2020 Q2	$14K	Hold	239	–	–	0.01%	343
2020 Q1	$13K	Buy	+239	New	+$15.7K	0.01%	338

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

HHM Wealth Advisors held its Evergy (EVRG) position steady in Q2 2026 at 2,074 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #223.

HHM Wealth Advisors first reported a position in EVRG in Q1 2020 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

HHM Wealth Advisors held 2,074 shares of Evergy worth $179K as of Q2 2026.
HHM Wealth Advisors left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #223 holding.
HHM Wealth Advisors first reported a position in Evergy in Q1 2020 and has held it in 14 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.