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Johnson Financial Group Inc (Wisconsin)’s Evergy EVRG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.58M Sell
29,898
-3,699
-11% -$306K 0.09% 107
2026
Q1 		$2.75M Buy
33,597
+435
+1% +$34.4K 0.1% 105
2025
Q4 		$2.4M Buy
33,162
+8,481
+34% +$643K 0.09% 110
2025
Q3 		$1.88M Sell
24,681
-3,199
-11% -$228K 0.07% 124
2025
Q2 		$1.92M Buy
27,880
+5,459
+24% +$367K 0.09% 118
2025
Q1 		$1.55M Buy
22,421
+2,705
+14% +$177K 0.08% 123
2024
Q4 		$1.27M Buy
+19,716
New +$1.22M 0.06% 133
2024
Q2 		– Sell
-7
Closed -$374 – 875
2024
Q1 		$374 Hold
7
– – ﹤0.01% 728
2023
Q4 		$366 Buy
+7
New +$352 ﹤0.01% 850

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

Johnson Financial Group Inc (Wisconsin)'s EVRG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Evergy (EVRG) stake by 11% in Q2 2026, selling an estimated $306K and leaving 29,898 shares worth $2.58M. The position accounts for 0.09% of the portfolio, ranked #107.

Johnson Financial Group Inc (Wisconsin) first reported a position in EVRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.75M in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 29,898 shares of Evergy worth $2.58M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 3,699 Evergy shares in Q2 2026, an estimated $306K.
  • Evergy made up 0.09% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #107 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Evergy in Q4 2023 and has held it in 9 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Evergy position peaked at $2.75M in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.