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Lifeworks Advisors’s Evergy EVRG Stock Holding History

Lifeworks 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 		$6M Buy
69,437
+11,226
+19% +$929K 0.63% 54
2026
Q1 		$4.77M Buy
58,211
+4,206
+8% +$332K 0.61% 57
2025
Q4 		$3.91M Sell
54,005
-14,079
-21% -$1.07M 0.51% 68
2025
Q3 		$5.18M Buy
68,084
+56,061
+466% +$4M 0.69% 48
2025
Q2 		$829K Buy
12,023
+6,624
+123% +$445K 0.12% 145
2025
Q1 		$372K Buy
5,399
+843
+19% +$55.2K 0.06% 223
2024
Q4 		$280K Sell
4,556
-73
-2% -$4.51K 0.05% 243
2024
Q3 		$287K Buy
+4,629
New +$269K 0.06% 233
2023
Q4 		– Sell
-5,633
Closed -$286K – 200
2023
Q3 		$286K Buy
+5,633
New +$320K 0.11% 154

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

Lifeworks Advisors's EVRG Position: Q2 2026 in Review

Lifeworks Advisors increased its Evergy (EVRG) stake by 19% in Q2 2026, buying an estimated $929K and bringing the position to 69,437 shares worth $6M. The position accounts for 0.63% of the portfolio, ranked #54.

Lifeworks Advisors first reported a position in EVRG in Q3 2023 and has held it in 9 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Lifeworks Advisors held 69,437 shares of Evergy worth $6M as of Q2 2026.
  • Lifeworks Advisors bought 11,226 Evergy shares in Q2 2026, an estimated $929K.
  • Evergy made up 0.63% of Lifeworks Advisors's portfolio in Q2 2026, its #54 holding.
  • Lifeworks Advisors first reported a position in Evergy in Q3 2023 and has held it in 9 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.