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Mather Group’s Evergy EVRG Stock Holding History

Mather Group’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 		$383K Buy
4,429
+123
+3% +$10.2K ﹤0.01% 603
2026
Q1 		$353K Buy
4,306
+60
+1% +$4.74K ﹤0.01% 574
2025
Q4 		$308K Hold
4,246
– – ﹤0.01% 520
2025
Q3 		$323K Sell
4,246
-302
-7% -$21.5K ﹤0.01% 497
2025
Q2 		$313K Buy
4,548
+401
+10% +$26.9K ﹤0.01% 486
2025
Q1 		$286K Buy
4,147
+916
+28% +$59.9K ﹤0.01% 500
2024
Q4 		$199K Buy
3,231
+173
+6% +$10.7K ﹤0.01% 564
2024
Q3 		$190K Sell
3,058
-397
-11% -$23.1K ﹤0.01% 594
2024
Q2 		$184K Buy
3,455
+122
+4% +$6.49K ﹤0.01% 636
2024
Q1 		$174K Buy
+3,333
New +$170K ﹤0.01% 558
2023
Q2 		– Sell
-3,870
Closed -$237K – 633
2023
Q1 		$237K Sell
3,870
-46
-1% -$2.8K ﹤0.01% 453
2022
Q4 		$246K Buy
3,916
+247
+7% +$14.8K ﹤0.01% 423
2022
Q3 		$218K Hold
3,669
– – ﹤0.01% 435
2022
Q2 		$239K Buy
3,669
+99
+3% +$6.71K 0.01% 340
2022
Q1 		$244K Buy
+3,570
New +$230K ﹤0.01% 384

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

Mather Group's EVRG Position: Q2 2026 in Review

Mather Group increased its Evergy (EVRG) stake by 2.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,429 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Mather Group first reported a position in EVRG in Q1 2022 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Mather Group held 4,429 shares of Evergy worth $383K as of Q2 2026.
  • Mather Group bought 123 Evergy shares in Q2 2026, an estimated $10.2K.
  • Evergy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #603 holding.
  • Mather Group first reported a position in Evergy in Q1 2022 and has held it in 15 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.