KFG
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Kingdom Financial Group’s Evergy EVRG Stock Holding History

Kingdom Financial Group’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 		$339K Sell
3,923
-261
-6% -$21.6K 0.09% 108
2026
Q1 		$343K Sell
4,184
-150
-3% -$11.9K 0.1% 97
2025
Q4 		$314K Buy
+4,334
New +$329K 0.1% 101

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

Kingdom Financial Group's EVRG Position: Q2 2026 in Review

Kingdom Financial Group reduced its Evergy (EVRG) stake by 6.2% in Q2 2026, selling an estimated $21.6K and leaving 3,923 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #108.

Kingdom Financial Group first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kingdom Financial Group held 3,923 shares of Evergy worth $339K as of Q2 2026.
  • Kingdom Financial Group sold 261 Evergy shares in Q2 2026, an estimated $21.6K.
  • Evergy made up 0.09% of Kingdom Financial Group's portfolio in Q2 2026, its #108 holding.
  • Kingdom Financial Group first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Evergy position peaked at $343K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.