IAA
EVRG icon

Independent Advisor Alliance’s Evergy EVRG Stock Holding History

Independent Advisor Alliance’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 		$446K Buy
5,163
+630
+14% +$52.2K 0.01% 710
2026
Q1 		$371K Sell
4,533
-155
-3% -$12.2K ﹤0.01% 1237
2025
Q4 		$340K Buy
4,688
+72
+2% +$5.46K 0.01% 761
2025
Q3 		$351K Sell
4,616
-4,342
-48% -$309K 0.01% 725
2025
Q2 		$617K Sell
8,958
-1,268
-12% -$85.2K 0.02% 525
2025
Q1 		$705K Sell
10,226
-283
-3% -$18.5K 0.02% 443
2024
Q4 		$647K Sell
10,509
-13,978
-57% -$864K 0.01% 862
2024
Q3 		$1.52M Buy
24,487
+1,444
+6% +$84K 0.06% 260
2024
Q2 		$1.22M Buy
+23,043
New +$1.23M 0.04% 290
2023
Q2 		– Sell
-3,440
Closed -$210K – 680
2023
Q1 		$210K Buy
+3,440
New +$209K 0.01% 606
2022
Q2 		– Sell
-3,779
Closed -$258K – 647
2022
Q1 		$258K Buy
3,779
+1
+0% +$65 0.01% 537
2021
Q4 		$259K Sell
3,778
-225
-6% -$14.6K 0.01% 561
2021
Q3 		$249K Sell
4,003
-412
-9% -$27K 0.01% 536
2021
Q2 		$267K Buy
4,415
+164
+4% +$10.3K 0.01% 529
2021
Q1 		$253K Buy
4,251
+93
+2% +$5.15K 0.02% 515
2020
Q4 		$231K Sell
4,158
-461
-10% -$25.3K 0.02% 486
2020
Q3 		$235K Sell
4,619
-149
-3% -$8.33K 0.02% 427
2020
Q2 		$283K Sell
4,768
-219
-4% -$13K 0.03% 374
2020
Q1 		$275K Buy
4,987
+167
+3% +$11K 0.04% 295
2019
Q4 		$314K Hold
4,820
– – 0.01% 666
2019
Q3 		$321K Buy
4,820
+251
+5% +$15.9K 0.04% 322
2019
Q2 		$275K Buy
4,569
+892
+24% +$52.2K 0.04% 314
2019
Q1 		$213K Buy
3,677
+51
+1% +$2.9K 0.03% 397
2018
Q4 		$206K Buy
+3,626
New +$209K 0.04% 367
2018
Q3 		– Sell
-4,515
Closed -$254K – 386
2018
Q2 		$254K Buy
+4,515
New +$242K 0.05% 275

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Independent Advisor Alliance's EVRG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Evergy (EVRG) stake by 14% in Q2 2026, buying an estimated $52.2K and bringing the position to 5,163 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #710.

Independent Advisor Alliance first reported a position in EVRG in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.52M in Q3 2024. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Independent Advisor Alliance held 5,163 shares of Evergy worth $446K as of Q2 2026.
  • Independent Advisor Alliance bought 630 Evergy shares in Q2 2026, an estimated $52.2K.
  • Evergy made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #710 holding.
  • Independent Advisor Alliance first reported a position in Evergy in Q2 2018 and has held it in 25 quarters since.
  • Independent Advisor Alliance's Evergy position peaked at $1.52M in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.