LFS
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Legacy Financial Strategies’s Evergy EVRG Stock Holding History

Legacy Financial Strategies’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 		$336K Hold
3,893
– – 0.05% 112
2026
Q1 		$319K Hold
3,893
– – 0.06% 107
2025
Q4 		$282K Hold
3,893
– – 0.05% 112
2025
Q3 		$296K Hold
3,893
– – 0.05% 107
2025
Q2 		$268K Buy
3,893
+62
+2% +$4.17K 0.05% 106
2025
Q1 		$264K Hold
3,831
– – 0.06% 98
2024
Q4 		$236K Buy
+3,831
New +$237K 0.05% 108

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Financial Strategies's EVRG Position: Q2 2026 in Review

Legacy Financial Strategies held its Evergy (EVRG) position steady in Q2 2026 at 3,893 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #112.

Legacy Financial Strategies first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Legacy Financial Strategies held 3,893 shares of Evergy worth $336K as of Q2 2026.
  • Legacy Financial Strategies left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #112 holding.
  • Legacy Financial Strategies first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.