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J. Safra Asset Management’s Evergy EVRG Stock Holding History

J. Safra Asset 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 		$4.32K Hold
50
– – ﹤0.01% 527
2026
Q1 		$4.1K Hold
50
– – ﹤0.01% 506
2025
Q4 		$3.63K Hold
50
– – ﹤0.01% 469
2025
Q3 		$3.8K Buy
+50
New +$3.56K ﹤0.01% 331

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

J. Safra Asset Management's EVRG Position: Q2 2026 in Review

J. Safra Asset Management held its Evergy (EVRG) position steady in Q2 2026 at 50 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

J. Safra Asset Management first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • J. Safra Asset Management held 50 shares of Evergy worth $4.32K as of Q2 2026.
  • J. Safra Asset Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #527 holding.
  • J. Safra Asset Management first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.