MWM
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Modern Wealth Management’s Evergy EVRG Stock Holding History

Modern Wealth Management’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 		$761K Buy
8,809
+73
+0.8% +$6.04K 0.01% 592
2026
Q1 		$719K Buy
8,736
+211
+2% +$16.7K 0.01% 493
2025
Q4 		$618K Buy
8,525
+599
+8% +$45.4K 0.01% 497
2025
Q3 		$603K Buy
7,926
+148
+2% +$10.5K 0.01% 472
2025
Q2 		$536K Buy
7,778
+1,676
+27% +$113K 0.01% 463
2025
Q1 		$421K Sell
6,102
-612
-9% -$40K 0.01% 454
2024
Q4 		$413K Buy
6,714
+2,042
+44% +$126K 0.02% 390
2024
Q3 		$290K Sell
4,672
-15
-0.3% -$873 0.02% 349
2024
Q2 		$248K Sell
4,687
-69
-1% -$3.67K 0.02% 344
2024
Q1 		$254K Buy
4,756
+420
+10% +$21.5K 0.02% 265
2023
Q4 		$226K Buy
+4,336
New +$218K 0.03% 172

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

Modern Wealth Management's EVRG Position: Q2 2026 in Review

Modern Wealth Management increased its Evergy (EVRG) stake by 0.84% in Q2 2026, buying an estimated $6.04K and bringing the position to 8,809 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #592.

Modern Wealth Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Modern Wealth Management held 8,809 shares of Evergy worth $761K as of Q2 2026.
  • Modern Wealth Management bought 73 Evergy shares in Q2 2026, an estimated $6.04K.
  • Evergy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Modern Wealth Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.