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EVRG icon

NewEdge Advisors’s Evergy EVRG Stock Holding History

NewEdge 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 		$3.61M Buy
41,720
+15,358
+58% +$1.27M 0.01% 912
2026
Q1 		$2.16M Buy
26,362
+7,253
+38% +$573K 0.01% 1071
2025
Q4 		$1.39M Buy
19,109
+37
+0.2% +$2.81K 0.01% 1278
2025
Q3 		$1.45M Buy
19,072
+4,557
+31% +$325K 0.01% 1182
2025
Q2 		$1M Buy
14,515
+451
+3% +$30.3K 0.01% 1294
2025
Q1 		$970K Sell
14,064
-505
-3% -$33K 0.01% 1200
2024
Q4 		$897K Buy
14,569
+2,715
+23% +$168K 0.01% 1214
2024
Q3 		$735K Sell
11,854
-1,811
-13% -$105K ﹤0.01% 1249
2024
Q2 		$724K Buy
13,665
+4,949
+57% +$263K 0.01% 1216
2024
Q1 		$465K Buy
8,716
+2,797
+47% +$143K ﹤0.01% 1386
2023
Q4 		$299K Sell
5,919
-752
-11% -$37.8K ﹤0.01% 1548
2023
Q3 		$338K Buy
6,671
+544
+9% +$30.9K ﹤0.01% 1366
2023
Q2 		$358K Sell
6,127
-46
-0.7% -$2.78K ﹤0.01% 1379
2023
Q1 		$377K Sell
6,173
-117
-2% -$7.12K ﹤0.01% 1247
2022
Q4 		$321K Buy
6,290
+1,141
+22% +$68.5K 0.01% 977
2022
Q3 		$306K Sell
5,149
-15
-0.3% -$1.01K 0.01% 1195
2022
Q2 		$337K Buy
+5,164
New +$350K 0.01% 1160
2022
Q1 		– Sell
-4,841
Closed -$332K – 1302
2021
Q4 		$332K Buy
+4,841
New +$315K 0.01% 1271

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

NewEdge Advisors's EVRG Position: Q2 2026 in Review

NewEdge Advisors increased its Evergy (EVRG) stake by 58% in Q2 2026, buying an estimated $1.27M and bringing the position to 41,720 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #912.

NewEdge Advisors first reported a position in EVRG in Q4 2021 and has held it in 18 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • NewEdge Advisors held 41,720 shares of Evergy worth $3.61M as of Q2 2026.
  • NewEdge Advisors bought 15,358 Evergy shares in Q2 2026, an estimated $1.27M.
  • Evergy made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #912 holding.
  • NewEdge Advisors first reported a position in Evergy in Q4 2021 and has held it in 18 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.