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New England Capital Financial Advisors’s Evergy EVRG Stock Holding History

New England Capital Financial 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 		$8.64K Hold
100
– – ﹤0.01% 278
2026
Q1 		$8.19K Hold
100
– – ﹤0.01% 277
2025
Q4 		$7.25K Hold
100
– – ﹤0.01% 288
2025
Q3 		$7.6K Hold
100
– – ﹤0.01% 286
2025
Q2 		$6.89K Hold
100
– – ﹤0.01% 281
2025
Q1 		$6.89K Hold
100
– – ﹤0.01% 260
2024
Q4 		$6.16K Hold
100
– – ﹤0.01% 262
2024
Q3 		$6.2K Hold
100
– – ﹤0.01% 257
2024
Q2 		$5.3K Hold
100
– – ﹤0.01% 264
2024
Q1 		$5.34K Hold
100
– – ﹤0.01% 263
2023
Q4 		$5.22K Buy
+100
New +$5.03K ﹤0.01% 271

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

New England Capital Financial Advisors's EVRG Position: Q2 2026 in Review

New England Capital Financial Advisors held its Evergy (EVRG) position steady in Q2 2026 at 100 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

New England Capital Financial Advisors first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • New England Capital Financial Advisors held 100 shares of Evergy worth $8.64K as of Q2 2026.
  • New England Capital Financial Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • New England Capital Financial Advisors first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.