Mark Sheptoff Financial Planning’s Evergy EVRG Stock Holding History

Mark Sheptoff Financial Planning’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	$23.3K	Hold	269	–	–	0.01%	268
2026 Q1	$22K	Hold	269	–	–	0.01%	265
2025 Q4	$19.5K	Hold	269	–	–	0.01%	281
2025 Q3	$20.4K	Hold	269	–	–	0.01%	273
2025 Q2	$18.5K	Hold	269	–	–	0.01%	275
2025 Q1	$18.5K	Hold	269	–	–	0.01%	253
2024 Q4	$16.6K	Hold	269	–	–	0.01%	271
2024 Q3	$16.7K	Hold	269	–	–	0.01%	257
2024 Q2	$14.2K	Hold	269	–	–	0.01%	284
2024 Q1	$14.4K	Hold	269	–	–	0.01%	266
2023 Q4	$14K	Hold	269	–	–	0.01%	260
2023 Q3	$13.6K	Hold	269	–	–	0.01%	245
2023 Q2	$15.7K	Hold	269	–	–	0.01%	244
2023 Q1	$16.4K	Hold	269	–	–	0.01%	227
2022 Q4	$16.9K	Hold	269	–	–	0.01%	233
2022 Q3	$16K	Sell	269 -269	-50%	-$18.1K	0.01%	222
2022 Q2	$35K	Hold	538	–	–	0.02%	179
2022 Q1	$37K	Hold	538	–	–	0.02%	193
2021 Q4	$37K	Hold	538	–	–	0.02%	200
2021 Q3	$33K	Hold	538	–	–	0.02%	203
2021 Q2	$33K	Hold	538	–	–	0.02%	228
2021 Q1	$32K	Hold	538	–	–	0.02%	198
2020 Q4	$30K	Hold	538	–	–	0.02%	190
2020 Q3	$27K	Hold	538	–	–	0.02%	175
2020 Q2	$32K	Hold	538	–	–	0.02%	172
2020 Q1	$30K	Hold	538	–	–	0.02%	159
2019 Q4	$35K	Hold	538	–	–	0.02%	173
2019 Q3	$36K	Hold	538	–	–	0.02%	170
2019 Q2	$32K	Hold	538	–	–	0.02%	185
2019 Q1	$31K	Hold	538	–	–	0.02%	179
2018 Q4	$31K	Hold	538	–	–	0.03%	161
2018 Q3	$30K	Hold	538	–	–	0.02%	200
2018 Q2	$30K	Buy	+538	New	+$28.8K	0.02%	195

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

Mark Sheptoff Financial Planning's EVRG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Evergy (EVRG) position steady in Q2 2026 at 269 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #268.

Mark Sheptoff Financial Planning first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $37K in Q1 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Mark Sheptoff Financial Planning held 269 shares of Evergy worth $23.3K as of Q2 2026.
Mark Sheptoff Financial Planning left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #268 holding.
Mark Sheptoff Financial Planning first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
Mark Sheptoff Financial Planning's Evergy position peaked at $37K in Q1 2022.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.