JWA
EVRG icon

JFS Wealth Advisors’s Evergy EVRG Stock Holding History

JFS Wealth Advisors’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 		$11.7K Buy
135
+12
+10% +$994 ﹤0.01% 954
2026
Q1 		$10.1K Sell
123
-31
-20% -$2.45K ﹤0.01% 947
2025
Q4 		$11.2K Buy
154
+43
+39% +$3.26K ﹤0.01% 936
2025
Q3 		$8.44K Sell
111
-6
-5% -$428 ﹤0.01% 949
2025
Q2 		$8.06K Buy
117
+5
+4% +$336 ﹤0.01% 936
2025
Q1 		$7.72K Buy
112
+2
+2% +$131 ﹤0.01% 968
2024
Q4 		$6.77K Buy
110
+9
+9% +$557 ﹤0.01% 999
2024
Q3 		$6.26K Buy
101
+23
+29% +$1.34K ﹤0.01% 1038
2024
Q2 		$4.13K Buy
78
+7
+10% +$372 ﹤0.01% 1141
2024
Q1 		$3.79K Buy
71
+35
+97% +$1.79K ﹤0.01% 1204
2023
Q4 		$1.88K Buy
36
+11
+44% +$554 ﹤0.01% 1468
2023
Q3 		$1.27K Sell
25
-44
-64% -$2.5K ﹤0.01% 1522
2023
Q2 		$4.03K Buy
69
+4
+6% +$242 ﹤0.01% 1096
2023
Q1 		$3.97K Sell
65
-51
-44% -$3.1K ﹤0.01% 1083
2022
Q4 		$7.3K Sell
116
-23
-17% -$1.38K ﹤0.01% 829
2022
Q3 		$8K Sell
139
-28
-17% -$1.88K ﹤0.01% 801
2022
Q2 		$11K Buy
167
+64
+62% +$4.34K ﹤0.01% 739
2022
Q1 		$7K Buy
103
+62
+151% +$4K ﹤0.01% 914
2021
Q4 		$3K Buy
+41
New +$2.67K ﹤0.01% 932

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JFS Wealth Advisors's EVRG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Evergy (EVRG) stake by 9.8% in Q2 2026, buying an estimated $994 and bringing the position to 135 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

JFS Wealth Advisors first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • JFS Wealth Advisors held 135 shares of Evergy worth $11.7K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Evergy shares in Q2 2026, an estimated $994.
  • Evergy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #954 holding.
  • JFS Wealth Advisors first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.