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Moneta Group Investment Advisors’s Evergy EVRG Stock Holding History

Moneta Group Investment Advisors’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 		$3.95M Buy
45,710
+145
+0.3% +$12K 0.03% 211
2026
Q1 		$3.73M Buy
45,565
+77
+0.2% +$6.08K 0.03% 198
2025
Q4 		$3.3M Sell
45,488
-1,484
-3% -$113K 0.03% 216
2025
Q3 		$3.57M Buy
46,972
+145
+0.3% +$10.3K 0.03% 193
2025
Q2 		$3.23M Buy
46,827
+173
+0.4% +$11.6K 0.04% 172
2025
Q1 		$3.22M Sell
46,654
-212
-0.5% -$13.9K 0.04% 162
2024
Q4 		$2.88M Sell
46,866
-74
-0.2% -$4.58K 0.04% 172
2024
Q3 		$2.91M Sell
46,940
-66,615
-59% -$3.88M 0.04% 162
2024
Q2 		$6.02M Sell
113,555
-2,175
-2% -$116K 0.1% 111
2024
Q1 		$6.18M Buy
115,730
+2,206
+2% +$113K 0.1% 114
2023
Q4 		$5.93M Sell
113,524
-991
-0.9% -$49.9K 0.12% 97
2023
Q3 		$5.81M Buy
114,515
+7,524
+7% +$427K 0.13% 90
2023
Q2 		$6.25M Buy
106,991
+8,264
+8% +$499K 0.14% 87
2023
Q1 		$6.03M Buy
98,727
+20,091
+26% +$1.22M 0.14% 89
2022
Q4 		$4.93M Buy
78,636
+32,373
+70% +$1.94M 0.14% 94
2022
Q3 		$2.75M Sell
46,263
-3,040
-6% -$205K 0.1% 122
2022
Q2 		$3.22M Buy
49,303
+5,039
+11% +$342K 0.11% 117
2022
Q1 		$3.02M Sell
44,264
-1
-0% -$65 0.12% 109
2021
Q4 		$3.04M Buy
44,265
+278
+0.6% +$18.1K 0.12% 110
2021
Q3 		$2.74M Buy
43,987
+482
+1% +$31.6K 0.13% 106
2021
Q2 		$2.63M Buy
43,505
+1,274
+3% +$79.7K 0.12% 119
2021
Q1 		$2.51M Buy
42,231
+4
+0% +$221 0.13% 110
2020
Q4 		$2.34M Buy
42,227
+1,849
+5% +$101K 0.17% 91
2020
Q3 		$2.05M Buy
+40,378
New +$2.26M 0.18% 87
2019
Q2 		– Sell
-379
Closed -$22K – 256
2019
Q1 		$22K Buy
+379
New +$21.6K ﹤0.01% 247

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

Moneta Group Investment Advisors's EVRG Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Evergy (EVRG) stake by 0.32% in Q2 2026, buying an estimated $12K and bringing the position to 45,710 shares worth $3.95M. The position accounts for 0.03% of the portfolio, ranked #211.

Moneta Group Investment Advisors first reported a position in EVRG in Q1 2019 and has held it in 25 quarters since. The position peaked at $6.25M in Q2 2023. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Moneta Group Investment Advisors held 45,710 shares of Evergy worth $3.95M as of Q2 2026.
  • Moneta Group Investment Advisors bought 145 Evergy shares in Q2 2026, an estimated $12K.
  • Evergy made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Moneta Group Investment Advisors first reported a position in Evergy in Q1 2019 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's Evergy position peaked at $6.25M in Q2 2023.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.