LPL Financial’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.4M | Buy |
212,841
+15,203
| +8% | +$1.26M | ﹤0.01% | 1632 |
|
|
2026
Q1 | $16.2M | Buy |
197,638
+2,086
| +1% | +$165K | ﹤0.01% | 1619 |
|
|
2025
Q4 | $14.2M | Buy |
195,552
+2,635
| +1% | +$200K | ﹤0.01% | 1649 |
|
|
2025
Q3 | $14.7M | Buy |
192,917
+9,531
| +5% | +$679K | ﹤0.01% | 1574 |
|
|
2025
Q2 | $12.6M | Buy |
183,386
+12,507
| +7% | +$841K | ﹤0.01% | 1553 |
|
|
2025
Q1 | $11.8M | Buy |
170,879
+7,094
| +4% | +$464K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $10.1M | Sell |
163,785
-12,653
| -7% | -$782K | ﹤0.01% | 1542 |
|
|
2024
Q3 | $10.9M | Buy |
176,438
+47,090
| +36% | +$2.74M | ﹤0.01% | 1406 |
|
|
2024
Q2 | $6.85M | Buy |
129,348
+13,475
| +12% | +$717K | ﹤0.01% | 1628 |
|
|
2024
Q1 | $6.19M | Buy |
115,873
+5,642
| +5% | +$288K | ﹤0.01% | 1632 |
|
|
2023
Q4 | $5.75M | Buy |
110,231
+32,163
| +41% | +$1.62M | ﹤0.01% | 1602 |
|
|
2023
Q3 | $3.96M | Buy |
78,068
+11,276
| +17% | +$640K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $3.9M | Buy |
66,792
+1,973
| +3% | +$119K | ﹤0.01% | 1730 |
|
|
2023
Q1 | $3.96M | Sell |
64,819
-59
| -0.1% | -$3.59K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $4.08M | Buy |
64,878
+3,881
| +6% | +$233K | ﹤0.01% | 1581 |
|
|
2022
Q3 | $3.62M | Buy |
60,997
+2,783
| +5% | +$187K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $3.8M | Sell |
58,214
-14,436
| -20% | -$979K | ﹤0.01% | 1580 |
|
|
2022
Q1 | $4.96M | Buy |
72,650
+4,916
| +7% | +$317K | ﹤0.01% | 1445 |
|
|
2021
Q4 | $4.65M | Buy |
67,734
+2,856
| +4% | +$186K | ﹤0.01% | 1502 |
|
|
2021
Q3 | $4.04M | Sell |
64,878
-804
| -1% | -$52.7K | ﹤0.01% | 1539 |
|
|
2021
Q2 | $3.97M | Buy |
65,682
+2,836
| +5% | +$177K | ﹤0.01% | 1501 |
|
|
2021
Q1 | $3.74M | Sell |
62,846
-4,693
| -7% | -$260K | ﹤0.01% | 1414 |
|
|
2020
Q4 | $3.75M | Buy |
67,539
+18,860
| +39% | +$1.03M | ﹤0.01% | 1274 |
|
|
2020
Q3 | $2.47M | Buy |
48,679
+6,022
| +14% | +$337K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $2.53M | Sell |
42,657
-5,969
| -12% | -$354K | ﹤0.01% | 1226 |
|
|
2020
Q1 | $2.68M | Sell |
48,626
-175
| -0.4% | -$11.5K | 0.01% | 1026 |
|
|
2019
Q4 | $3.18M | Buy |
48,801
+7,366
| +18% | +$470K | 0.01% | 1074 |
|
|
2019
Q3 | $2.76M | Buy |
41,435
+1,139
| +3% | +$72K | 0.01% | 1074 |
|
|
2019
Q2 | $2.42M | Buy |
40,296
+4,625
| +13% | +$271K | 0.01% | 1145 |
|
|
2019
Q1 | $2.07M | Sell |
35,671
-4,799
| -12% | -$273K | ﹤0.01% | 1176 |
|
|
2018
Q4 | $2.3M | Buy |
40,470
+1,315
| +3% | +$75.9K | 0.01% | 1007 |
|
|
2018
Q3 | $2.15M | Sell |
39,155
-4,381
| -10% | -$248K | 0.01% | 1139 |
|
|
2018
Q2 | $2.44M | Buy |
+43,536
| New | +$2.33M | 0.01% | 1011 |
|
Other funds holding EVRG
DPIM
EIP
LPL Financial's EVRG Position: Q2 2026 in Review
LPL Financial increased its Evergy (EVRG) stake by 7.7% in Q2 2026, buying an estimated $1.26M and bringing the position to 212,841 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1632.
LPL Financial first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. 543 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- LPL Financial held 212,841 shares of Evergy worth $18.4M as of Q2 2026.
- LPL Financial bought 15,203 Evergy shares in Q2 2026, an estimated $1.26M.
- Evergy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1632 holding.
- LPL Financial first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- 543 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.