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Pathway Financial Advisers’s Evergy EVRG Stock Holding History

Pathway Financial Advisers’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 		$3.78M Sell
43,727
-75
-0.2% -$6.21K 0.95% 37
2026
Q1 		$3.59M Buy
43,802
+342
+0.8% +$27K 1.01% 34
2025
Q4 		$3.15M Sell
43,460
-239
-0.5% -$18.1K 0.91% 37
2025
Q3 		$3.32M Buy
43,699
+245
+0.6% +$17.5K 0.97% 33
2025
Q2 		$3M Sell
43,454
-136
-0.3% -$9.14K 0.97% 33
2025
Q1 		$3.01M Buy
43,590
+722
+2% +$47.2K 1.03% 35
2024
Q4 		$2.64M Buy
42,868
+42,208
+6,395% +$2.61M 0.88% 38
2024
Q3 		$40.9K Sell
660
-35,848
-98% -$2.09M 0.02% 195
2024
Q2 		$1.93M Buy
36,508
+2,529
+7% +$135K 0.69% 47
2024
Q1 		$1.81M Buy
33,979
+12,940
+62% +$661K 0.65% 54
2023
Q4 		$1.1M Buy
21,039
+2,435
+13% +$123K 0.42% 74
2023
Q3 		$943K Buy
+18,604
New +$1.06M 0.39% 76
2023
Q1 		$1.07M Buy
17,550
+1,751
+11% +$107K 0.43% 72
2022
Q4 		$994K Buy
+15,799
New +$949K 0.4% 75

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

Pathway Financial Advisers's EVRG Position: Q2 2026 in Review

Pathway Financial Advisers reduced its Evergy (EVRG) stake by 0.17% in Q2 2026, selling an estimated $6.21K and leaving 43,727 shares worth $3.78M. The position accounts for 0.95% of the portfolio, ranked #37.

Pathway Financial Advisers first reported a position in EVRG in Q4 2022 and has held it in 14 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pathway Financial Advisers held 43,727 shares of Evergy worth $3.78M as of Q2 2026.
  • Pathway Financial Advisers sold 75 Evergy shares in Q2 2026, an estimated $6.21K.
  • Evergy made up 0.95% of Pathway Financial Advisers's portfolio in Q2 2026, its #37 holding.
  • Pathway Financial Advisers first reported a position in Evergy in Q4 2022 and has held it in 14 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.