Moisand Fitzgerald Tamayo’s Evergy EVRG Stock Holding History

Moisand Fitzgerald Tamayo’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	$46.2K	Hold	534	–	–	﹤0.01%	214
2026 Q1	$43.7K	Hold	534	–	–	﹤0.01%	208
2025 Q4	$38.7K	Hold	534	–	–	﹤0.01%	223
2025 Q3	$40.6K	Hold	534	–	–	﹤0.01%	220
2025 Q2	$36.8K	Hold	534	–	–	﹤0.01%	226
2025 Q1	$36.8K	Hold	534	–	–	0.01%	218
2024 Q4	$32.9K	Hold	534	–	–	﹤0.01%	230
2024 Q3	$33.1K	Hold	534	–	–	﹤0.01%	231
2024 Q2	$28.3K	Hold	534	–	–	﹤0.01%	217
2024 Q1	$28.5K	Hold	534	–	–	﹤0.01%	212
2023 Q4	$27.9K	Hold	534	–	–	﹤0.01%	227
2023 Q3	$27.1K	Hold	534	–	–	0.01%	229
2023 Q2	$31.2K	Buy	+534	New	+$32.3K	0.01%	213

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

Moisand Fitzgerald Tamayo's EVRG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Evergy (EVRG) position steady in Q2 2026 at 534 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Moisand Fitzgerald Tamayo first reported a position in EVRG in Q2 2023 and has held it in 13 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Moisand Fitzgerald Tamayo held 534 shares of Evergy worth $46.2K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #214 holding.
Moisand Fitzgerald Tamayo first reported a position in Evergy in Q2 2023 and has held it in 13 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.