Merit Financial Group
EVRG icon

Merit Financial Group’s Evergy EVRG Stock Holding History

Merit Financial 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
Q3 		$896K Buy
11,423
+1,388
+14% +$115K 0.01% 1223
2026
Q2 		$867K Sell
10,035
-473
-5% -$39.2K 0.01% 1158
2026
Q1 		$861K Buy
10,508
+4,371
+71% +$345K 0.01% 1067
2025
Q4 		$445K Buy
6,137
+347
+6% +$26.3K ﹤0.01% 1367
2025
Q3 		$440K Buy
5,790
+678
+13% +$48.3K ﹤0.01% 1261
2025
Q2 		$352K Buy
5,112
+449
+10% +$30.2K ﹤0.01% 1255
2025
Q1 		$322K Buy
4,663
+288
+7% +$18.8K ﹤0.01% 1095
2024
Q4 		$269K Buy
+4,375
New +$271K ﹤0.01% 971

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Merit Financial Group's EVRG Position: Q3 2026 in Review

Merit Financial Group increased its Evergy (EVRG) stake by 14% in Q3 2026, buying an estimated $115K and bringing the position to 11,423 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #1223.

Merit Financial Group first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Merit Financial Group held 11,423 shares of Evergy worth $896K as of Q3 2026.
  • Merit Financial Group bought 1,388 Evergy shares in Q3 2026, an estimated $115K.
  • Evergy made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1223 holding.
  • Merit Financial Group first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.