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Pinion Investment Advisors’s Evergy EVRG Stock Holding History

Pinion 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 		$297K Buy
3,432
+27
+0.8% +$2.23K 0.06% 172
2026
Q1 		$279K Buy
3,405
+39
+1% +$3.08K 0.07% 152
2025
Q4 		$244K Buy
+3,366
New +$255K 0.06% 153

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pinion Investment Advisors's EVRG Position: Q2 2026 in Review

Pinion Investment Advisors increased its Evergy (EVRG) stake by 0.79% in Q2 2026, buying an estimated $2.23K and bringing the position to 3,432 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #172.

Pinion Investment Advisors first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pinion Investment Advisors held 3,432 shares of Evergy worth $297K as of Q2 2026.
  • Pinion Investment Advisors bought 27 Evergy shares in Q2 2026, an estimated $2.23K.
  • Evergy made up 0.06% of Pinion Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Pinion Investment Advisors first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.