Intentional Wealth Strategies’s Evergy EVRG Stock Holding History

Intentional Wealth Strategies’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	-10	Closed	-$819	–	341
2026 Q1	$819	Buy	+10	New	+$790	﹤0.01%	793

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

Intentional Wealth Strategies's EVRG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Evergy (EVRG) in Q2 2026, closing a stake of 10 shares — an estimated $819 sold.

Intentional Wealth Strategies first reported a position in EVRG in Q1 2026 and held it in 1 quarter. The position peaked at $819 in Q1 2026. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Intentional Wealth Strategies reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 10 Evergy shares in Q2 2026, an estimated $819.
Intentional Wealth Strategies first reported a position in Evergy in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Evergy position peaked at $819 in Q1 2026.
939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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