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Mowery & Schoenfeld Wealth Management’s Evergy EVRG Stock Holding History

Mowery & Schoenfeld 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 		$84.4K Hold
976
– – 0.12% 101
2026
Q1 		$80K Sell
976
-36
-4% -$2.85K 0.12% 98
2025
Q4 		$73.4K Buy
1,012
+36
+4% +$2.73K 0.11% 111
2025
Q3 		$74.2K Hold
976
– – 0.13% 98
2025
Q2 		$67.3K Hold
976
– – 0.1% 101
2025
Q1 		$67.3K Sell
976
-38
-4% -$2.49K 0.13% 110
2024
Q4 		$62.4K Buy
1,014
+38
+4% +$2.35K 0.12% 101
2024
Q3 		$60.5K Hold
976
– – 0.1% 89
2024
Q2 		$51.7K Hold
976
– – 0.07% 95
2024
Q1 		$52.1K Hold
976
– – 0.1% 72
2023
Q4 		$50.9K Buy
+976
New +$49.1K 0.1% 72

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

Mowery & Schoenfeld Wealth Management's EVRG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 976 shares worth $84.4K. The position accounts for 0.12% of the portfolio, ranked #101.

Mowery & Schoenfeld Wealth Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 976 shares of Evergy worth $84.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.12% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.