Nvest Wealth Strategies’s Evergy EVRG Stock Holding History

Nvest Wealth Strategies’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	$346	Hold	4	–	–	﹤0.01%	315
2026 Q1	$328	Buy	+4	New	+$316	﹤0.01%	342

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Nvest Wealth Strategies's EVRG Position: Q2 2026 in Review

Nvest Wealth Strategies held its Evergy (EVRG) position steady in Q2 2026 at 4 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Nvest Wealth Strategies first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Nvest Wealth Strategies held 4 shares of Evergy worth $346 as of Q2 2026.
Nvest Wealth Strategies left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #315 holding.
Nvest Wealth Strategies first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.