LFG
EVRG icon

Larson Financial Group’s Evergy EVRG Stock Holding History

Larson 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 		$338K Buy
3,914
+703
+22% +$58.2K 0.01% 666
2026
Q1 		$263K Buy
3,211
+107
+3% +$8.46K 0.01% 640
2025
Q4 		$225K Buy
3,104
+210
+7% +$15.9K 0.01% 667
2025
Q3 		$220K Buy
2,894
+280
+11% +$20K 0.01% 666
2025
Q2 		$180K Sell
2,614
-703
-21% -$47.2K 0.01% 683
2025
Q1 		$229K Sell
3,317
-5,954
-64% -$390K 0.01% 599
2024
Q4 		$571K Buy
9,271
+1,304
+16% +$80.6K 0.03% 324
2024
Q3 		$494K Buy
7,967
+5,655
+245% +$329K 0.03% 340
2024
Q2 		$122K Sell
2,312
-2,205
-49% -$117K 0.01% 595
2024
Q1 		$241K Buy
4,517
+2,023
+81% +$103K 0.02% 357
2023
Q4 		$130K Buy
2,494
+11
+0.4% +$554 0.01% 438
2023
Q3 		$126K Sell
2,483
-1,852
-43% -$105K 0.01% 413
2023
Q2 		$253K Sell
4,335
-4,472
-51% -$270K 0.03% 280
2023
Q1 		$538K Sell
8,807
-1,911
-18% -$116K 0.06% 192
2022
Q4 		$674K Sell
10,718
-12,453
-54% -$748K 0.08% 171
2022
Q3 		$1.38M Buy
23,171
+21,823
+1,619% +$1.47M 0.2% 105
2022
Q2 		$88K Buy
1,348
+191
+17% +$13K 0.02% 275
2022
Q1 		$79K Hold
1,157
– – 0.01% 306
2021
Q4 		$79K Hold
1,157
– – 0.01% 308
2021
Q3 		$72K Hold
1,157
– – 0.01% 242
2021
Q2 		$70K Sell
1,157
-7
-0.6% -$438 0.02% 224
2021
Q1 		$69K Buy
1,164
+700
+151% +$38.7K 0.02% 211
2020
Q4 		$26K Buy
464
+7
+2% +$384 0.01% 316
2020
Q3 		$23K Hold
457
– – 0.01% 292
2020
Q2 		$27K Hold
457
– – 0.01% 255
2020
Q1 		$25K Hold
457
– – 0.02% 208
2019
Q4 		$30K Hold
457
– – 0.02% 189
2019
Q3 		$30K Hold
457
– – 0.02% 184
2019
Q2 		$27K Sell
457
-3
-0.7% -$176 0.02% 165
2019
Q1 		$27K Buy
460
+450
+4,500% +$25.6K 0.02% 150
2018
Q4 		$1K Buy
+10
New +$577 ﹤0.01% 405

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

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

Larson Financial Group increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $58.2K and bringing the position to 3,914 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #666.

Larson Financial Group first reported a position in EVRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.38M in Q3 2022. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Larson Financial Group held 3,914 shares of Evergy worth $338K as of Q2 2026.
  • Larson Financial Group bought 703 Evergy shares in Q2 2026, an estimated $58.2K.
  • Evergy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #666 holding.
  • Larson Financial Group first reported a position in Evergy in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Evergy position peaked at $1.38M in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.