JMN Financial’s Evergy EVRG Stock Holding History

JMN Financial’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	$798K	Buy	9,238 +2,294	+33%	+$190K	0.62%	38
2026 Q1	$569K	Buy	6,944 +790	+13%	+$62.4K	0.56%	42
2025 Q4	$446K	Buy	+6,154	New	+$467K	0.44%	59

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JMN Financial's EVRG Position: Q2 2026 in Review

JMN Financial increased its Evergy (EVRG) stake by 33% in Q2 2026, buying an estimated $190K and bringing the position to 9,238 shares worth $798K. The position accounts for 0.62% of the portfolio, ranked #38.

JMN Financial first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 893 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

JMN Financial held 9,238 shares of Evergy worth $798K as of Q2 2026.
JMN Financial bought 2,294 Evergy shares in Q2 2026, an estimated $190K.
Evergy made up 0.62% of JMN Financial's portfolio in Q2 2026, its #38 holding.
JMN Financial first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
893 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.