MWM
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Mattern Wealth Management’s Evergy EVRG Stock Holding History

Mattern Wealth Management’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 		$448K Hold
5,180
– – 0.07% 117
2026
Q1 		$424K Sell
5,180
-1,971
-28% -$156K 0.08% 99
2025
Q4 		$518K Hold
7,151
– – 0.1% 90
2025
Q3 		$544K Sell
7,151
-760
-10% -$54.2K 0.11% 85
2025
Q2 		$545K Buy
7,911
+1
+0% +$67 0.11% 87
2025
Q1 		$545K Hold
7,910
– – 0.12% 90
2024
Q4 		$487K Sell
7,910
-1,161
-13% -$71.8K 0.11% 102
2024
Q3 		$563K Sell
9,071
-600
-6% -$34.9K 0.12% 94
2024
Q2 		$512K Sell
9,671
-55
-0.6% -$2.93K 0.12% 103
2024
Q1 		$519K Buy
9,726
+16
+0.2% +$818 0.13% 104
2023
Q4 		$507K Sell
9,710
-483
-5% -$24.3K 0.13% 105
2023
Q3 		$517K Buy
10,193
+13
+0.1% +$738 0.15% 103
2023
Q2 		$595K Buy
10,180
+11
+0.1% +$664 0.17% 97
2023
Q1 		$622K Sell
10,169
-489
-5% -$29.7K 0.21% 102
2022
Q4 		$671K Buy
10,658
+10
+0.1% +$601 0.27% 90
2022
Q3 		$632K Buy
10,648
+9
+0.1% +$606 0.25% 84
2022
Q2 		$694K Buy
10,639
+10
+0.1% +$678 0.27% 79
2022
Q1 		$726K Buy
10,629
+10
+0.1% +$645 0.24% 85
2021
Q4 		$729K Buy
10,619
+9
+0.1% +$585 0.21% 92
2021
Q3 		$660K Buy
10,610
+8
+0.1% +$525 0.22% 93
2021
Q2 		$684K Buy
10,602
+546
+5% +$34.2K 0.22% 95
2021
Q1 		$599K Buy
10,056
+9
+0.1% +$498 0.21% 97
2020
Q4 		$558K Buy
10,047
+10
+0.1% +$549 0.21% 98
2020
Q3 		$510K Sell
10,037
-272
-3% -$15.2K 0.22% 96
2020
Q2 		$611K Sell
10,309
-297
-3% -$17.6K 0.3% 84
2020
Q1 		$584K Buy
10,606
+1,660
+19% +$109K 0.42% 75
2019
Q4 		$582K Buy
+8,946
New +$570K 0.35% 86

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

Mattern Wealth Management's EVRG Position: Q2 2026 in Review

Mattern Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 5,180 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #117.

Mattern Wealth Management first reported a position in EVRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $729K in Q4 2021. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Mattern Wealth Management held 5,180 shares of Evergy worth $448K as of Q2 2026.
  • Mattern Wealth Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.07% of Mattern Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Mattern Wealth Management first reported a position in Evergy in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Evergy position peaked at $729K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.