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LRI Investments’s Evergy EVRG Stock Holding History

LRI Investments’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 		$58.1K Buy
672
+134
+25% +$11.1K ﹤0.01% 538
2026
Q1 		$44.1K Buy
538
+71
+15% +$5.61K ﹤0.01% 538
2025
Q4 		$33.9K Hold
467
– – ﹤0.01% 608
2025
Q3 		$35.5K Hold
467
– – ﹤0.01% 609
2025
Q2 		$32.2K Hold
467
– – ﹤0.01% 623
2025
Q1 		$32.2K Buy
+467
New +$30.6K ﹤0.01% 603

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

LRI Investments's EVRG Position: Q2 2026 in Review

LRI Investments increased its Evergy (EVRG) stake by 25% in Q2 2026, buying an estimated $11.1K and bringing the position to 672 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

LRI Investments first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • LRI Investments held 672 shares of Evergy worth $58.1K as of Q2 2026.
  • LRI Investments bought 134 Evergy shares in Q2 2026, an estimated $11.1K.
  • Evergy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #538 holding.
  • LRI Investments first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.