MFG
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
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 $6.73T 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

Merit Financial Group's EVRG Position: Q2 2026 in Review

Merit Financial Group reduced its Evergy (EVRG) stake by 4.5% in Q2 2026, selling an estimated $39.2K and leaving 10,035 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1158.

Merit Financial Group first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Merit Financial Group held 10,035 shares of Evergy worth $867K as of Q2 2026.
  • Merit Financial Group sold 473 Evergy shares in Q2 2026, an estimated $39.2K.
  • Evergy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1158 holding.
  • Merit Financial Group first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.