MFG
EVRG icon

Midwest Financial Group’s Evergy EVRG Stock Holding History

Midwest 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 		$219K Buy
2,538
+2
+0.1% +$166 0.08% 127
2026
Q1 		$208K Buy
+2,536
New +$200K 0.09% 122
2025
Q2 		– Sell
-3,803
Closed -$262K – 116
2025
Q1 		$262K Sell
3,803
-5,306
-58% -$347K 0.15% 91
2024
Q4 		$561K Sell
9,109
-186
-2% -$11.5K 0.32% 62
2024
Q3 		$576K Sell
9,295
-1,260
-12% -$73.3K 0.34% 62
2024
Q2 		$559K Sell
10,555
-238
-2% -$12.7K 0.36% 64
2024
Q1 		$576K Sell
10,793
-797
-7% -$40.7K 0.39% 64
2023
Q4 		$605K Sell
11,590
-665
-5% -$33.5K 0.45% 59
2023
Q3 		$621K Buy
12,255
+32
+0.3% +$1.82K 0.53% 56
2023
Q2 		$714K Sell
12,223
-78
-0.6% -$4.71K 0.61% 50
2023
Q1 		$752K Buy
+12,301
New +$748K 0.69% 43

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

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

Midwest Financial Group increased its Evergy (EVRG) stake by 0.08% in Q2 2026, buying an estimated $166 and bringing the position to 2,538 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #127.

Midwest Financial Group first reported a position in EVRG in Q1 2023 and has held it in 11 quarters since. The position peaked at $752K in Q1 2023. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Midwest Financial Group held 2,538 shares of Evergy worth $219K as of Q2 2026.
  • Midwest Financial Group bought 2 Evergy shares in Q2 2026, an estimated $166.
  • Evergy made up 0.08% of Midwest Financial Group's portfolio in Q2 2026, its #127 holding.
  • Midwest Financial Group first reported a position in Evergy in Q1 2023 and has held it in 11 quarters since.
  • Midwest Financial Group's Evergy position peaked at $752K in Q1 2023.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.