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JPL Wealth Management’s Evergy EVRG Stock Holding History

JPL Wealth 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 		$1.9K Buy
22
+2
+10% +$166 ﹤0.01% 1089
2026
Q1 		$1.64K Buy
+20
New +$1.58K ﹤0.01% 1038
2025
Q4 		– Sell
-35
Closed -$2.66K – 434
2025
Q3 		$2.66K Buy
+35
New +$2.49K ﹤0.01% 802

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

JPL Wealth Management's EVRG Position: Q2 2026 in Review

JPL Wealth Management increased its Evergy (EVRG) stake by 10% in Q2 2026, buying an estimated $166 and bringing the position to 22 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

JPL Wealth Management first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.66K in Q3 2025. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • JPL Wealth Management held 22 shares of Evergy worth $1.9K as of Q2 2026.
  • JPL Wealth Management bought 2 Evergy shares in Q2 2026, an estimated $166.
  • Evergy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • JPL Wealth Management first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Evergy position peaked at $2.66K in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.