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LexAurum Advisors’s Evergy EVRG Stock Holding History

LexAurum Advisors’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 		$423K Sell
4,894
-89
-2% -$7.37K 0.05% 279
2026
Q1 		$408K Buy
+4,983
New +$394K 0.05% 266
2025
Q3 		$387K Buy
5,087
+1,207
+31% +$86K 0.05% 248
2025
Q2 		$267K Buy
3,880
+375
+11% +$25.2K 0.04% 298
2025
Q1 		$242K Buy
+3,505
New +$229K 0.05% 302

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

LexAurum Advisors's EVRG Position: Q2 2026 in Review

LexAurum Advisors reduced its Evergy (EVRG) stake by 1.8% in Q2 2026, selling an estimated $7.37K and leaving 4,894 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #279.

LexAurum Advisors first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • LexAurum Advisors held 4,894 shares of Evergy worth $423K as of Q2 2026.
  • LexAurum Advisors sold 89 Evergy shares in Q2 2026, an estimated $7.37K.
  • Evergy made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #279 holding.
  • LexAurum Advisors first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.