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Kingsview Wealth Management’s Evergy EVRG Stock Holding History

Kingsview 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 		$570K Buy
6,595
+69
+1% +$5.71K 0.01% 924
2026
Q1 		$535K Buy
6,526
+68
+1% +$5.37K 0.01% 886
2025
Q4 		$468K Buy
6,458
+2,549
+65% +$193K 0.01% 864
2025
Q3 		$297K Buy
3,909
+340
+10% +$24.2K ﹤0.01% 967
2025
Q2 		$246K Buy
+3,569
New +$240K ﹤0.01% 1025
2025
Q1 		– Sell
-3,470
Closed -$214K – 1115
2024
Q4 		$214K Buy
+3,470
New +$215K ﹤0.01% 1036
2020
Q3 		– Sell
-13,913
Closed -$825K – 661
2020
Q2 		$825K Buy
+13,913
New +$824K 0.08% 237

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

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

Kingsview Wealth Management increased its Evergy (EVRG) stake by 1.1% in Q2 2026, buying an estimated $5.71K and bringing the position to 6,595 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #924.

Kingsview Wealth Management first reported a position in EVRG in Q2 2020 and has held it in 7 quarters since. The position peaked at $825K in Q2 2020. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kingsview Wealth Management held 6,595 shares of Evergy worth $570K as of Q2 2026.
  • Kingsview Wealth Management bought 69 Evergy shares in Q2 2026, an estimated $5.71K.
  • Evergy made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #924 holding.
  • Kingsview Wealth Management first reported a position in Evergy in Q2 2020 and has held it in 7 quarters since.
  • Kingsview Wealth Management's Evergy position peaked at $825K in Q2 2020.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.