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IFG Advisory’s Evergy EVRG Stock Holding History

IFG Advisory’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 		$576K Buy
+6,667
New +$552K 0.02% 571
2026
Q1 		– Sell
-6,525
Closed -$473K – 485
2025
Q4 		$473K Sell
6,525
-18
-0.3% -$1.37K 0.02% 519
2025
Q3 		$497K Hold
6,543
– – 0.02% 493
2025
Q2 		$451K Buy
6,543
+83
+1% +$5.58K 0.02% 487
2025
Q1 		$445K Sell
6,460
-37
-0.6% -$2.42K 0.02% 460
2024
Q4 		$400K Buy
+6,497
New +$402K 0.02% 463
2024
Q3 		– Sell
-6,263
Closed -$332K – 453
2024
Q2 		$332K Buy
+6,263
New +$333K 0.02% 489

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

IFG Advisory's EVRG Position: Q2 2026 in Review

IFG Advisory opened a new position in Evergy (EVRG) in Q2 2026: 6,667 shares worth $576K. The stake represents 0.02% of the portfolio and ranks #571 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EVRG as recently as Q4 2025.

IFG Advisory first reported a position in EVRG in Q2 2024 and has held it in 7 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • IFG Advisory held 6,667 shares of Evergy worth $576K as of Q2 2026.
  • Evergy was a new IFG Advisory position in Q2 2026.
  • Evergy made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #571 holding.
  • IFG Advisory first reported a position in Evergy in Q2 2024 and has held it in 7 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.