Pin Oak Investment Advisors’s Evergy EVRG Stock Holding History

Pin Oak Investment 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	$15K	Buy	168 +3	+2%	+$248	0.01%	341
2026 Q1	$14K	Sell	165 -165	-50%	-$13K	0.01%	335
2025 Q4	$25K	Hold	330	–	–	0.02%	289
2025 Q3	$25.1K	Hold	330	–	–	0.02%	286
2025 Q2	$22K	Sell	330 -330	-50%	-$22.2K	0.02%	269
2025 Q1	$22K	Hold	660	–	–	0.02%	260
2024 Q4	$41K	Hold	660	–	–	0.04%	204
2024 Q3	$40K	Hold	660	–	–	0.04%	205
2024 Q2	$35K	Hold	660	–	–	0.03%	206
2024 Q1	$35K	Hold	660	–	–	0.03%	205
2023 Q4	$34K	Hold	660	–	–	0.03%	202
2023 Q3	$33K	Hold	660	–	–	0.04%	196
2023 Q2	$39K	Hold	660	–	–	0.04%	188
2023 Q1	$40K	Hold	660	–	–	0.05%	171
2022 Q4	$42K	Hold	660	–	–	0.05%	153
2022 Q3	$39K	Hold	660	–	–	0.05%	148
2022 Q2	$43K	Hold	660	–	–	0.05%	145
2022 Q1	$45K	Hold	660	–	–	0.05%	163
2021 Q4	$45K	Hold	660	–	–	0.05%	179
2021 Q3	$41K	Buy	+660	New	+$43.3K	0.05%	176
2019 Q1	–	Sell	-500	Closed	-$28K	–	428
2018 Q4	$28K	Buy	+500	New	+$28.9K	0.02%	217

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pin Oak Investment Advisors's EVRG Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Evergy (EVRG) stake by 1.8% in Q2 2026, buying an estimated $248 and bringing the position to 168 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #341.

Pin Oak Investment Advisors first reported a position in EVRG in Q4 2018 and has held it in 21 quarters since. The position peaked at $45K in Q1 2022. 947 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Pin Oak Investment Advisors held 168 shares of Evergy worth $15K as of Q2 2026.
Pin Oak Investment Advisors bought 3 Evergy shares in Q2 2026, an estimated $248.
Evergy made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #341 holding.
Pin Oak Investment Advisors first reported a position in Evergy in Q4 2018 and has held it in 21 quarters since.
Pin Oak Investment Advisors's Evergy position peaked at $45K in Q1 2022.
947 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.