Montag & Associates’s Evergy EVRG Stock Holding History

Montag & Associates’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	$86.4K	Hold	1,000	–	–	﹤0.01%	519
2026 Q1	$81.9K	Hold	1,000	–	–	﹤0.01%	526
2025 Q4	$72.5K	Hold	1,000	–	–	﹤0.01%	548
2025 Q3	$76K	Hold	1,000	–	–	﹤0.01%	521
2025 Q2	$68.9K	Hold	1,000	–	–	﹤0.01%	526
2025 Q1	$69K	Hold	1,000	–	–	﹤0.01%	556
2024 Q4	$61.5K	Hold	1,000	–	–	﹤0.01%	572
2024 Q3	$62K	Hold	1,000	–	–	﹤0.01%	569
2024 Q2	$53K	Hold	1,000	–	–	﹤0.01%	582
2024 Q1	$53.4K	Hold	1,000	–	–	﹤0.01%	584
2023 Q4	$52.2K	Hold	1,000	–	–	﹤0.01%	574
2023 Q3	$50.7K	Hold	1,000	–	–	﹤0.01%	552
2023 Q2	$58.4K	Hold	1,000	–	–	﹤0.01%	538
2023 Q1	$61.1K	Hold	1,000	–	–	﹤0.01%	519
2022 Q4	$62.9K	Hold	1,000	–	–	﹤0.01%	507
2022 Q3	$59K	Hold	1,000	–	–	﹤0.01%	508
2022 Q2	$65K	Hold	1,000	–	–	﹤0.01%	487
2022 Q1	$68K	Hold	1,000	–	–	﹤0.01%	517
2021 Q4	$69K	Hold	1,000	–	–	﹤0.01%	531
2021 Q3	$62K	Hold	1,000	–	–	﹤0.01%	539
2021 Q2	$60K	Hold	1,000	–	–	﹤0.01%	529
2021 Q1	$60K	Hold	1,000	–	–	﹤0.01%	534
2020 Q4	$56K	Buy	+1,000	New	+$54.9K	﹤0.01%	522

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Montag & Associates's EVRG Position: Q2 2026 in Review

Montag & Associates held its Evergy (EVRG) position steady in Q2 2026 at 1,000 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Montag & Associates first reported a position in EVRG in Q4 2020 and has held it in 23 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Montag & Associates held 1,000 shares of Evergy worth $86.4K as of Q2 2026.
Montag & Associates left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #519 holding.
Montag & Associates first reported a position in Evergy in Q4 2020 and has held it in 23 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.