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Keystone Financial Group (Kentucky)’s Evergy EVRG Stock Holding History

Keystone Financial Group (Kentucky)’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 		$375K Buy
4,342
+285
+7% +$23.6K 0.02% 380
2026
Q1 		$332K Sell
4,057
-765
-16% -$60.5K 0.02% 377
2025
Q4 		$350K Buy
4,822
+450
+10% +$34.1K 0.03% 317
2025
Q3 		$332K Buy
4,372
+1,160
+36% +$82.7K 0.03% 303
2025
Q2 		$221K Buy
+3,212
New +$216K 0.02% 377

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

Keystone Financial Group (Kentucky)'s EVRG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Evergy (EVRG) stake by 7% in Q2 2026, buying an estimated $23.6K and bringing the position to 4,342 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #380.

Keystone Financial Group (Kentucky) first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 4,342 shares of Evergy worth $375K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 285 Evergy shares in Q2 2026, an estimated $23.6K.
  • Evergy made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #380 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.