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Newbridge Financial Services Group’s Evergy EVRG Stock Holding History

Newbridge Financial Services Group’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 		$849K Sell
9,819
-438
-4% -$36.3K 0.11% 135
2026
Q1 		$840K Sell
10,257
-304
-3% -$24K 0.14% 120
2025
Q4 		$766K Buy
10,561
+10,322
+4,319% +$783K 0.12% 126
2025
Q3 		$18.2K Hold
239
– – ﹤0.01% 774
2025
Q2 		$16.5K Buy
+239
New +$16.1K ﹤0.01% 767

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

Newbridge Financial Services Group's EVRG Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Evergy (EVRG) stake by 4.3% in Q2 2026, selling an estimated $36.3K and leaving 9,819 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #135.

Newbridge Financial Services Group first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Newbridge Financial Services Group held 9,819 shares of Evergy worth $849K as of Q2 2026.
  • Newbridge Financial Services Group sold 438 Evergy shares in Q2 2026, an estimated $36.3K.
  • Evergy made up 0.11% of Newbridge Financial Services Group's portfolio in Q2 2026, its #135 holding.
  • Newbridge Financial Services Group first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.