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Leavell Investment Management’s Evergy EVRG Stock Holding History

Leavell Investment 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 		$236K Hold
2,728
– – 0.01% 583
2026
Q1 		$223K Buy
+2,728
New +$216K 0.01% 574
2025
Q4 		– Sell
-3,228
Closed -$245K – 595
2025
Q3 		$245K Hold
3,228
– – 0.01% 535
2025
Q2 		$223K Hold
3,228
– – 0.01% 548
2025
Q1 		$223K Buy
+3,228
New +$211K 0.01% 514
2023
Q4 		– Sell
-3,975
Closed -$202K – 467
2023
Q3 		$202K Buy
+3,975
New +$226K 0.01% 449

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

Leavell Investment Management's EVRG Position: Q2 2026 in Review

Leavell Investment Management held its Evergy (EVRG) position steady in Q2 2026 at 2,728 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #583.

Leavell Investment Management first reported a position in EVRG in Q3 2023 and has held it in 6 quarters since. The position peaked at $245K in Q3 2025. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Leavell Investment Management held 2,728 shares of Evergy worth $236K as of Q2 2026.
  • Leavell Investment Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #583 holding.
  • Leavell Investment Management first reported a position in Evergy in Q3 2023 and has held it in 6 quarters since.
  • Leavell Investment Management's Evergy position peaked at $245K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.