IMA Advisory Services’s Evergy EVRG Stock Holding History

IMA Advisory Services’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	$47.8K	Hold	553	–	–	﹤0.01%	511
2026 Q1	$45.3K	Hold	553	–	–	﹤0.01%	254
2025 Q4	$40.1K	Sell	553 -447	-45%	-$33.9K	﹤0.01%	263
2025 Q3	$76K	Hold	1,000	–	–	0.01%	213
2025 Q2	$68.9K	Hold	1,000	–	–	0.01%	210
2025 Q1	$69K	Buy	+1,000	New	+$65.4K	0.01%	212
2024 Q4	–	Sell	-1,000	Closed	-$62K	–	211
2024 Q3	$62K	Buy	+1,000	New	+$58.2K	0.01%	171
2023 Q3	–	Sell	-2,509	Closed	-$147K	–	288
2023 Q2	$147K	Sell	2,509 -780	-24%	-$47.1K	0.04%	140
2023 Q1	$201K	Hold	3,289	–	–	0.05%	132
2022 Q4	$207K	Hold	3,289	–	–	0.05%	134
2022 Q3	$195K	Hold	3,289	–	–	0.05%	132
2022 Q2	$215K	Hold	3,289	–	–	0.05%	137
2022 Q1	$225K	Hold	3,289	–	–	0.05%	118
2021 Q4	$226K	Hold	3,289	–	–	0.05%	122
2021 Q3	$205K	Hold	3,289	–	–	0.05%	122
2021 Q2	$199K	Hold	3,289	–	–	0.05%	126
2021 Q1	$196K	Hold	3,289	–	–	0.05%	119
2020 Q4	$183K	Hold	3,289	–	–	0.05%	113
2020 Q3	$167K	Hold	3,289	–	–	0.06%	119
2020 Q2	$195K	Hold	3,289	–	–	0.07%	112
2020 Q1	$181K	Hold	3,289	–	–	0.08%	106
2019 Q4	$214K	Hold	3,289	–	–	0.08%	102
2019 Q3	$219K	Hold	3,289	–	–	0.08%	102
2019 Q2	$198K	Hold	3,289	–	–	0.07%	104
2019 Q1	$191K	Hold	3,289	–	–	0.07%	103
2018 Q4	$187K	Hold	3,289	–	–	0.09%	106
2018 Q3	$181K	Hold	3,289	–	–	0.07%	111
2018 Q2	$185K	Buy	+3,289	New	+$176K	0.08%	112

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

IMA Advisory Services's EVRG Position: Q2 2026 in Review

IMA Advisory Services held its Evergy (EVRG) position steady in Q2 2026 at 553 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

IMA Advisory Services first reported a position in EVRG in Q2 2018 and has held it in 28 quarters since. The position peaked at $226K in Q4 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

IMA Advisory Services held 553 shares of Evergy worth $47.8K as of Q2 2026.
IMA Advisory Services left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #511 holding.
IMA Advisory Services first reported a position in Evergy in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's Evergy position peaked at $226K in Q4 2021.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.