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Kestra Private Wealth Services’s Evergy EVRG Stock Holding History

Kestra Private Wealth Services’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 		$876K Buy
10,131
+1,850
+22% +$153K 0.01% 970
2026
Q1 		$678K Buy
8,281
+1,932
+30% +$153K 0.01% 1047
2025
Q4 		$460K Sell
6,349
-219
-3% -$16.6K 0.01% 1212
2025
Q3 		$499K Buy
6,568
+1,763
+37% +$126K 0.01% 1094
2025
Q2 		$331K Buy
4,805
+243
+5% +$16.3K ﹤0.01% 1230
2025
Q1 		$315K Buy
4,562
+396
+10% +$25.9K 0.01% 1178
2024
Q4 		$256K Buy
+4,166
New +$258K ﹤0.01% 1193

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

Kestra Private Wealth Services's EVRG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $153K and bringing the position to 10,131 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #970.

Kestra Private Wealth Services first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kestra Private Wealth Services held 10,131 shares of Evergy worth $876K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,850 Evergy shares in Q2 2026, an estimated $153K.
  • Evergy made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #970 holding.
  • Kestra Private Wealth Services first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.