Holistic Planning’s Evergy EVRG Stock Holding History

Holistic Planning’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	$315K	Buy	3,648 +259	+8%	+$21.4K	0.05%	269
2026 Q1	$278K	Sell	3,389 -31	-0.9%	-$2.45K	0.06%	245
2025 Q4	$248K	Buy	+3,420	New	+$259K	0.05%	246

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

Holistic Planning's EVRG Position: Q2 2026 in Review

Holistic Planning increased its Evergy (EVRG) stake by 7.6% in Q2 2026, buying an estimated $21.4K and bringing the position to 3,648 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #269.

Holistic Planning first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Holistic Planning held 3,648 shares of Evergy worth $315K as of Q2 2026.
Holistic Planning bought 259 Evergy shares in Q2 2026, an estimated $21.4K.
Evergy made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #269 holding.
Holistic Planning first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.