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NBC Securities’s Evergy EVRG Stock Holding History

NBC Securities’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 		$503K Sell
5,814
-29
-0.5% -$2.4K 0.03% 521
2026
Q1 		$479K Sell
5,843
-17
-0.3% -$1.34K 0.04% 529
2025
Q4 		$425K Sell
5,860
-1,090
-16% -$82.7K 0.03% 559
2025
Q3 		$528K Sell
6,950
-75
-1% -$5.34K 0.04% 478
2025
Q2 		$484K Buy
7,025
+1
+0% +$67 0.04% 501
2025
Q1 		$484K Buy
7,024
+7,018
+116,967% +$459K 0.04% 465
2024
Q4 		$409 Sell
6
-6,371
-100% -$394K 0.04% 511
2024
Q3 		$395K Sell
6,377
-33
-0.5% -$1.92K 0.03% 548
2024
Q2 		$339K Buy
6,410
+2,382
+59% +$127K 0.03% 571
2024
Q1 		$215K Buy
4,028
+50
+1% +$2.56K 0.02% 733
2023
Q4 		$207K Sell
3,978
-96
-2% -$4.83K 0.02% 714
2023
Q3 		$206K Buy
+4,074
New +$231K 0.02% 674

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

NBC Securities's EVRG Position: Q2 2026 in Review

NBC Securities reduced its Evergy (EVRG) stake by 0.5% in Q2 2026, selling an estimated $2.4K and leaving 5,814 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #521.

NBC Securities first reported a position in EVRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $528K in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • NBC Securities held 5,814 shares of Evergy worth $503K as of Q2 2026.
  • NBC Securities sold 29 Evergy shares in Q2 2026, an estimated $2.4K.
  • Evergy made up 0.03% of NBC Securities's portfolio in Q2 2026, its #521 holding.
  • NBC Securities first reported a position in Evergy in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Evergy position peaked at $528K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.