Lloyd Advisory Services’s Evergy EVRG Stock Holding History

Lloyd Advisory Services’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	–	Sell	-4,184	Closed	-$343K	–	743
2026 Q1	$343K	Buy	+4,184	New	+$331K	0.1%	97

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lloyd Advisory Services's EVRG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Evergy (EVRG) in Q2 2026, closing a stake of 4,184 shares — an estimated $343K sold.

Lloyd Advisory Services first reported a position in EVRG in Q1 2026 and held it in 1 quarter. The position peaked at $343K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Lloyd Advisory Services reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 4,184 Evergy shares in Q2 2026, an estimated $343K.
Lloyd Advisory Services first reported a position in Evergy in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Evergy position peaked at $343K in Q1 2026.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.