LJAC
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L.J. Altfest & Co’s Evergy EVRG Stock Holding History

L.J. Altfest & Co’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 		$828K Buy
9,584
+2,073
+28% +$172K 0.08% 151
2026
Q1 		$615K Sell
7,511
-148
-2% -$11.7K 0.07% 203
2025
Q4 		$555K Sell
7,659
-3,842
-33% -$291K 0.06% 206
2025
Q3 		$874K Sell
11,501
-76
-0.7% -$5.42K 0.1% 142
2025
Q2 		$798K Buy
11,577
+229
+2% +$15.4K 0.09% 146
2025
Q1 		$782K Buy
11,348
+1,954
+21% +$128K 0.1% 146
2024
Q4 		$578K Sell
9,394
-2,374
-20% -$147K 0.07% 188
2024
Q3 		$730K Buy
11,768
+2,267
+24% +$132K 0.1% 164
2024
Q2 		$503K Buy
+9,501
New +$505K 0.07% 196

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

L.J. Altfest & Co's EVRG Position: Q2 2026 in Review

L.J. Altfest & Co increased its Evergy (EVRG) stake by 28% in Q2 2026, buying an estimated $172K and bringing the position to 9,584 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #151.

L.J. Altfest & Co first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $874K in Q3 2025. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • L.J. Altfest & Co held 9,584 shares of Evergy worth $828K as of Q2 2026.
  • L.J. Altfest & Co bought 2,073 Evergy shares in Q2 2026, an estimated $172K.
  • Evergy made up 0.08% of L.J. Altfest & Co's portfolio in Q2 2026, its #151 holding.
  • L.J. Altfest & Co first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • L.J. Altfest & Co's Evergy position peaked at $874K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.