Integris Wealth Management’s Evergy EVRG Stock Holding History

Integris 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	$395K	Hold	4,570	–	–	0.08%	86
2026 Q1	$374K	Hold	4,570	–	–	0.09%	77
2025 Q4	$331K	Hold	4,570	–	–	0.08%	85
2025 Q3	$347K	Hold	4,570	–	–	0.08%	85
2025 Q2	$315K	Hold	4,570	–	–	0.08%	84
2025 Q1	$315K	Hold	4,570	–	–	0.09%	79
2024 Q4	$281K	Hold	4,570	–	–	0.08%	84
2024 Q3	$283K	Hold	4,570	–	–	0.08%	77
2024 Q2	$242K	Hold	4,570	–	–	0.07%	84
2024 Q1	$244K	Hold	4,570	–	–	0.07%	86
2023 Q4	$239K	Hold	4,570	–	–	0.07%	85
2023 Q3	$232K	Hold	4,570	–	–	0.08%	81
2023 Q2	$267K	Hold	4,570	–	–	0.09%	67
2023 Q1	$279K	Hold	4,570	–	–	0.1%	65
2022 Q4	$288K	Buy	+4,570	New	+$274K	0.11%	65

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

Integris Wealth Management's EVRG Position: Q2 2026 in Review

Integris Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 4,570 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #86.

Integris Wealth Management first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Integris Wealth Management held 4,570 shares of Evergy worth $395K as of Q2 2026.
Integris Wealth Management left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.08% of Integris Wealth Management's portfolio in Q2 2026, its #86 holding.
Integris Wealth Management first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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