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Innovative Asset Advisors Group’s Evergy EVRG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-84
Closed -$6.88K – 527
2026
Q1 		$6.88K Buy
+84
New +$6.64K ﹤0.01% 715

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

Innovative Asset Advisors Group's EVRG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Evergy (EVRG) in Q2 2026, closing a stake of 84 shares — an estimated $6.88K sold.

Innovative Asset Advisors Group first reported a position in EVRG in Q1 2026 and held it in 1 quarter. The position peaked at $6.88K in Q1 2026. 940 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 84 Evergy shares in Q2 2026, an estimated $6.88K.
  • Innovative Asset Advisors Group first reported a position in Evergy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Evergy position peaked at $6.88K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.