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New Age Alpha Advisors’s Evergy EVRG Stock Holding History

New Age Alpha 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 		$7.73M Sell
89,487
-288
-0.3% -$23.8K 0.33% 62
2026
Q1 		$7.35M Buy
89,775
+4,714
+6% +$373K 0.34% 64
2025
Q4 		$6.17M Sell
85,061
-6,530
-7% -$495K 0.27% 92
2025
Q3 		$6.96M Sell
91,591
-1,900
-2% -$135K 0.29% 79
2025
Q2 		$6.44M Sell
93,491
-14,640
-14% -$984K 0.28% 85
2025
Q1 		$7.46M Buy
108,131
+46,490
+75% +$3.04M 0.33% 68
2024
Q4 		$3.79M Buy
61,641
+61,376
+23,161% +$3.8M 0.15% 190
2024
Q3 		$16.4K Buy
+265
New +$15.4K 0.01% 131

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

New Age Alpha Advisors's EVRG Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Evergy (EVRG) stake by 0.32% in Q2 2026, selling an estimated $23.8K and leaving 89,487 shares worth $7.73M. The position accounts for 0.33% of the portfolio, ranked #62.

New Age Alpha Advisors first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • New Age Alpha Advisors held 89,487 shares of Evergy worth $7.73M as of Q2 2026.
  • New Age Alpha Advisors sold 288 Evergy shares in Q2 2026, an estimated $23.8K.
  • Evergy made up 0.33% of New Age Alpha Advisors's portfolio in Q2 2026, its #62 holding.
  • New Age Alpha Advisors first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.