HM Payson & Co’s Evergy EVRG Stock Holding History

HM Payson & Co’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	$86.4K	Hold	1,000	–	–	﹤0.01%	602
2026 Q1	$81.9K	Hold	1,000	–	–	﹤0.01%	596
2025 Q4	$72.5K	Hold	1,000	–	–	﹤0.01%	626
2025 Q3	$76K	Hold	1,000	–	–	﹤0.01%	605
2025 Q2	$68.9K	Hold	1,000	–	–	﹤0.01%	601
2025 Q1	$69K	Hold	1,000	–	–	﹤0.01%	589
2024 Q4	$61.5K	Sell	1,000 -5	-0.5%	-$309	﹤0.01%	609
2024 Q3	$62.3K	Buy	1,005 +5	+0.5%	+$291	﹤0.01%	592
2024 Q2	$53K	Hold	1,000	–	–	﹤0.01%	592
2024 Q1	$53.4K	Sell	1,000 -125	-11%	-$6.39K	﹤0.01%	580
2023 Q4	$58.7K	Buy	1,125 +125	+13%	+$6.29K	﹤0.01%	566
2023 Q3	$50.7K	Hold	1,000	–	–	﹤0.01%	573
2023 Q2	$58.4K	Hold	1,000	–	–	﹤0.01%	551
2023 Q1	$61.1K	Sell	1,000 -25	-2%	-$1.52K	﹤0.01%	541
2022 Q4	$64.5K	Hold	1,025	–	–	﹤0.01%	524
2022 Q3	$61K	Hold	1,025	–	–	﹤0.01%	544
2022 Q2	$67K	Hold	1,025	–	–	﹤0.01%	535
2022 Q1	$70K	Hold	1,025	–	–	﹤0.01%	546
2021 Q4	$70K	Hold	1,025	–	–	﹤0.01%	554
2021 Q3	$64K	Hold	1,025	–	–	﹤0.01%	555
2021 Q2	$62K	Hold	1,025	–	–	﹤0.01%	551
2021 Q1	$61K	Buy	1,025 +25	+3%	+$1.38K	﹤0.01%	569
2020 Q4	$56K	Hold	1,000	–	–	﹤0.01%	585
2020 Q3	$51K	Hold	1,000	–	–	﹤0.01%	561
2020 Q2	$59K	Hold	1,000	–	–	﹤0.01%	498
2020 Q1	$55K	Hold	1,000	–	–	﹤0.01%	482
2019 Q4	$65K	Hold	1,000	–	–	﹤0.01%	537
2019 Q3	$67K	Hold	1,000	–	–	﹤0.01%	542
2019 Q2	$60K	Buy	+1,000	New	+$58.5K	﹤0.01%	567

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

HM Payson & Co's EVRG Position: Q2 2026 in Review

HM Payson & Co held its Evergy (EVRG) position steady in Q2 2026 at 1,000 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

HM Payson & Co first reported a position in EVRG in Q2 2019 and has held it in 29 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

HM Payson & Co held 1,000 shares of Evergy worth $86.4K as of Q2 2026.
HM Payson & Co left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #602 holding.
HM Payson & Co first reported a position in Evergy in Q2 2019 and has held it in 29 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.