Integrated Wealth Concepts’s Evergy EVRG Stock Holding History

Integrated Wealth Concepts’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	$909K	Sell	10,516 -1,154	-10%	-$95.5K	0.01%	1264
2026 Q1	$956K	Buy	+11,670	New	+$922K	0.01%	1145
2025 Q2	–	Sell	-10,016	Closed	-$691K	–	1927
2025 Q1	$691K	Sell	10,016 -570	-5%	-$37.3K	0.01%	1002
2024 Q4	$652K	Buy	10,586 +4,392	+71%	+$272K	0.01%	1008
2024 Q3	$384K	Buy	6,194 +88	+1%	+$5.12K	﹤0.01%	1204
2024 Q2	$323K	Buy	6,106 +292	+5%	+$15.5K	﹤0.01%	1276
2024 Q1	$310K	Sell	5,814 -245	-4%	-$12.5K	﹤0.01%	1306
2023 Q4	$316K	Sell	6,059 -1,838	-23%	-$92.5K	0.01%	1233
2023 Q3	$400K	Sell	7,897 -492	-6%	-$27.9K	0.01%	1081
2023 Q2	$490K	Buy	8,389 +3,122	+59%	+$189K	0.01%	988
2023 Q1	$322K	Buy	+5,267	New	+$320K	0.01%	1024

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

Integrated Wealth Concepts's EVRG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Evergy (EVRG) stake by 9.9% in Q2 2026, selling an estimated $95.5K and leaving 10,516 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #1264.

Integrated Wealth Concepts first reported a position in EVRG in Q1 2023 and has held it in 11 quarters since. The position peaked at $956K in Q1 2026. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Integrated Wealth Concepts held 10,516 shares of Evergy worth $909K as of Q2 2026.
Integrated Wealth Concepts sold 1,154 Evergy shares in Q2 2026, an estimated $95.5K.
Evergy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1264 holding.
Integrated Wealth Concepts first reported a position in Evergy in Q1 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Evergy position peaked at $956K in Q1 2026.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.