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Institute for Wealth Management’s Evergy EVRG Stock Holding History

Institute for Wealth Management’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 		$43.8K Buy
+507
New +$42K ﹤0.01% 905
2025
Q3 		– Sell
-3,881
Closed -$268K – 572
2025
Q2 		$268K Buy
3,881
+923
+31% +$62K 0.03% 465
2025
Q1 		$204K Buy
+2,958
New +$194K 0.03% 507

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

Institute for Wealth Management's EVRG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Evergy (EVRG) in Q2 2026: 507 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EVRG as recently as Q2 2025.

Institute for Wealth Management first reported a position in EVRG in Q1 2025 and has held it in 3 quarters since. The position peaked at $268K in Q2 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Institute for Wealth Management held 507 shares of Evergy worth $43.8K as of Q2 2026.
  • Evergy was a new Institute for Wealth Management position in Q2 2026.
  • Evergy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #905 holding.
  • Institute for Wealth Management first reported a position in Evergy in Q1 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Evergy position peaked at $268K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.