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Mosley Wealth Management’s Evergy EVRG Stock Holding History

Mosley 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 		$432 Buy
+5
New +$414 ﹤0.01% 648

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Evergy (EVRG) in Q2 2026: 5 shares worth $432. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Mosley Wealth Management held 5 shares of Evergy worth $432 as of Q2 2026.
  • Evergy was a new Mosley Wealth Management position in Q2 2026.
  • Evergy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #648 holding.
  • 514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.