Pettee Investors’s Evergy EVRG Stock Holding History

Pettee Investors’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	$218K	Hold	2,523	–	–	0.11%	112
2026 Q1	$209K	Buy	+2,523	New	+$199K	0.11%	112

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pettee Investors's EVRG Position: Q2 2026 in Review

Pettee Investors held its Evergy (EVRG) position steady in Q2 2026 at 2,523 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #112.

Pettee Investors first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Pettee Investors held 2,523 shares of Evergy worth $218K as of Q2 2026.
Pettee Investors left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.11% of Pettee Investors's portfolio in Q2 2026, its #112 holding.
Pettee Investors first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.