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Phoenix Wealth Advisors’s Evergy EVRG Stock Holding History

Phoenix Wealth 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 		$255K Sell
2,953
-47
-2% -$3.89K 0.09% 115
2026
Q1 		$246K Sell
3,000
-150
-5% -$11.9K 0.1% 117
2025
Q4 		$228K Sell
3,150
-114
-3% -$8.65K 0.09% 117
2025
Q3 		$248K Sell
3,264
-65
-2% -$4.63K 0.1% 119
2025
Q2 		$229K Buy
3,329
+28
+0.8% +$1.88K 0.1% 118
2025
Q1 		$228K Sell
3,301
-35
-1% -$2.29K 0.1% 117
2024
Q4 		$205K Sell
3,336
-165
-5% -$10.2K 0.09% 117
2024
Q3 		$217K Buy
+3,501
New +$204K 0.1% 116
2023
Q2 		– Sell
-3,439
Closed -$210K – 109
2023
Q1 		$210K Buy
+3,439
New +$209K 0.13% 100
2022
Q2 		– Sell
-2,893
Closed -$204K – 114
2022
Q1 		$204K Buy
+2,893
New +$187K 0.21% 90
2021
Q4 		– Sell
-3,250
Closed -$202K – 196
2021
Q3 		$202K Buy
3,250
+4
+0.1% +$262 0.15% 113
2021
Q2 		$200K Buy
3,246
+278
+9% +$17.4K 0.14% 118
2021
Q1 		$178K Buy
2,968
+714
+32% +$39.5K 0.14% 122
2020
Q4 		$125K Buy
+2,254
New +$124K 0.09% 133

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

Phoenix Wealth Advisors's EVRG Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Evergy (EVRG) stake by 1.6% in Q2 2026, selling an estimated $3.89K and leaving 2,953 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #115.

Phoenix Wealth Advisors first reported a position in EVRG in Q4 2020 and has held it in 14 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Phoenix Wealth Advisors held 2,953 shares of Evergy worth $255K as of Q2 2026.
  • Phoenix Wealth Advisors sold 47 Evergy shares in Q2 2026, an estimated $3.89K.
  • Evergy made up 0.09% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Phoenix Wealth Advisors first reported a position in Evergy in Q4 2020 and has held it in 14 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.