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Novak & Powell Financial Services’s Evergy EVRG Stock Holding History

Novak & Powell Financial Services’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 		$624K Buy
7,220
+58
+0.8% +$4.8K 0.29% 71
2026
Q1 		$587K Buy
7,162
+60
+0.8% +$4.74K 0.32% 71
2025
Q4 		$515K Buy
7,102
+65
+0.9% +$4.93K 0.27% 82
2025
Q3 		$535K Sell
7,037
-531
-7% -$37.8K 0.28% 79
2025
Q2 		$522K Buy
7,568
+73
+1% +$4.91K 0.36% 66
2025
Q1 		$517K Buy
7,495
+71
+1% +$4.65K 0.32% 75
2024
Q4 		$457K Buy
7,424
+78
+1% +$4.82K 0.27% 82
2024
Q3 		$456K Buy
7,346
+75
+1% +$4.36K 0.26% 88
2024
Q2 		$385K Buy
7,271
+86
+1% +$4.58K 0.24% 89
2024
Q1 		$384K Buy
7,185
+85
+1% +$4.34K 0.29% 78
2023
Q4 		$371K Buy
+7,100
New +$357K 0.25% 88

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

Novak & Powell Financial Services's EVRG Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Evergy (EVRG) stake by 0.81% in Q2 2026, buying an estimated $4.8K and bringing the position to 7,220 shares worth $624K. The position accounts for 0.29% of the portfolio, ranked #71.

Novak & Powell Financial Services first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Novak & Powell Financial Services held 7,220 shares of Evergy worth $624K as of Q2 2026.
  • Novak & Powell Financial Services bought 58 Evergy shares in Q2 2026, an estimated $4.8K.
  • Evergy made up 0.29% of Novak & Powell Financial Services's portfolio in Q2 2026, its #71 holding.
  • Novak & Powell Financial Services first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.