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Millstone Evans Group’s Evergy EVRG Stock Holding History

Millstone Evans 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 		$8.47K Buy
98
+10
+11% +$828 ﹤0.01% 607
2026
Q1 		$7.21K Buy
88
+40
+83% +$3.16K ﹤0.01% 610
2025
Q4 		$3.48K Hold
48
– – ﹤0.01% 695
2025
Q3 		$3.65K Buy
+48
New +$3.42K ﹤0.01% 667

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Millstone Evans Group's EVRG Position: Q2 2026 in Review

Millstone Evans Group increased its Evergy (EVRG) stake by 11% in Q2 2026, buying an estimated $828 and bringing the position to 98 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Millstone Evans Group first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Millstone Evans Group held 98 shares of Evergy worth $8.47K as of Q2 2026.
  • Millstone Evans Group bought 10 Evergy shares in Q2 2026, an estimated $828.
  • Evergy made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #607 holding.
  • Millstone Evans Group first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.