Jones Financial Companies
EVRG icon

Jones Financial Companies’s Evergy EVRG Stock Holding History

Jones Financial Companies’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 		$64.8M Buy
742,711
+192,473
+35% +$15.9M 0.03% 334
2026
Q1 		$44.5M Buy
550,238
+372,571
+210% +$29.4M 0.02% 379
2025
Q4 		$12.9M Sell
177,667
-2,758
-2% -$209K 0.01% 401
2025
Q3 		$13.4M Buy
180,425
+35,441
+24% +$2.53M 0.01% 360
2025
Q2 		$9.91M Buy
144,984
+11,722
+9% +$788K 0.01% 360
2025
Q1 		$9.05M Buy
133,262
+18,776
+16% +$1.23M 0.01% 332
2024
Q4 		$7.05M Buy
114,486
+42,268
+59% +$2.61M 0.01% 308
2024
Q3 		$4.47M Buy
72,218
+32,438
+82% +$1.89M ﹤0.01% 308
2024
Q2 		$2.11M Buy
39,780
+33,796
+565% +$1.8M ﹤0.01% 310
2024
Q1 		$319K Buy
5,984
+3,037
+103% +$155K ﹤0.01% 393
2023
Q4 		$154K Buy
2,947
+862
+41% +$43.4K ﹤0.01% 358
2023
Q3 		$106K Buy
2,085
+576
+38% +$32.7K ﹤0.01% 308
2023
Q2 		$88.2K Sell
1,509
-3,781
-71% -$228K ﹤0.01% 317
2023
Q1 		$323K Buy
5,290
+3,531
+201% +$215K ﹤0.01% 236
2022
Q4 		$111K Sell
1,759
-10
-0.6% -$601 ﹤0.01% 299
2022
Q3 		$105K Sell
1,769
-557
-24% -$37.5K ﹤0.01% 283
2022
Q2 		$152K Sell
2,326
-254
-10% -$17.2K ﹤0.01% 257
2022
Q1 		$176K Sell
2,580
-1,840
-42% -$119K ﹤0.01% 258
2021
Q4 		$303K Buy
4,420
+3,560
+414% +$231K ﹤0.01% 220
2021
Q3 		$53K Sell
860
-167
-16% -$10.9K ﹤0.01% 312
2021
Q2 		$62K Sell
1,027
-789
-43% -$49.4K ﹤0.01% 300
2021
Q1 		$108K Buy
1,816
+997
+122% +$55.2K ﹤0.01% 271
2020
Q4 		$45K Buy
+819
New +$44.9K ﹤0.01% 295
2019
Q1 		– Sell
-4,107
Closed -$233K – 209
2018
Q4 		$233K Buy
+4,107
New +$237K ﹤0.01% 197
2018
Q3 		– Sell
-14,427
Closed -$810K – 204
2018
Q2 		$810K Buy
+14,427
New +$773K ﹤0.01% 151

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

Jones Financial Companies's EVRG Position: Q2 2026 in Review

Jones Financial Companies increased its Evergy (EVRG) stake by 35% in Q2 2026, buying an estimated $15.9M and bringing the position to 742,711 shares worth $64.8M. The position accounts for 0.03% of the portfolio, ranked #334.

Jones Financial Companies first reported a position in EVRG in Q2 2018 and has held it in 25 quarters since. 947 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Jones Financial Companies held 742,711 shares of Evergy worth $64.8M as of Q2 2026.
  • Jones Financial Companies bought 192,473 Evergy shares in Q2 2026, an estimated $15.9M.
  • Evergy made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #334 holding.
  • Jones Financial Companies first reported a position in Evergy in Q2 2018 and has held it in 25 quarters since.
  • 947 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.