Mirabella Financial Services’s Evergy EVRG Stock Holding History

Mirabella Financial Services’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	$1.36M	Sell	15,726 -22,236	-59%	-$1.84M	0.13%	72
2026 Q1	$3.11M	Buy	+37,962	New	+$3M	0.29%	72
2024 Q3	–	Sell	-7,175	Closed	-$380K	–	271
2024 Q2	$380K	Buy	+7,175	New	+$382K	0.03%	298
2024 Q1	–	Sell	-93,776	Closed	-$4.9M	–	576
2023 Q4	$4.9M	Buy	93,776 +74,066	+376%	+$3.73M	0.65%	45
2023 Q3	$999K	Buy	+19,710	New	+$1.12M	0.14%	148
2022 Q3	–	Sell	-57,906	Closed	-$3.78M	–	405
2022 Q2	$3.78M	Buy	+57,906	New	+$3.93M	0.37%	54
2021 Q4	–	Sell	-45,054	Closed	-$2.8M	–	469
2021 Q3	$2.8M	Buy	+45,054	New	+$2.95M	0.37%	75
2021 Q2	–	Sell	-7,792	Closed	-$464K	–	329
2021 Q1	$464K	Buy	+7,792	New	+$431K	0.14%	123

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mirabella Financial Services's EVRG Position: Q2 2026 in Review

Mirabella Financial Services reduced its Evergy (EVRG) stake by 59% in Q2 2026, selling an estimated $1.84M and leaving 15,726 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #72.

Mirabella Financial Services first reported a position in EVRG in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.9M in Q4 2023. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Mirabella Financial Services held 15,726 shares of Evergy worth $1.36M as of Q2 2026.
Mirabella Financial Services sold 22,236 Evergy shares in Q2 2026, an estimated $1.84M.
Evergy made up 0.13% of Mirabella Financial Services's portfolio in Q2 2026, its #72 holding.
Mirabella Financial Services first reported a position in Evergy in Q1 2021 and has held it in 8 quarters since.
Mirabella Financial Services's Evergy position peaked at $4.9M in Q4 2023.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.