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Pinnacle Wealth Planning Services’s Evergy EVRG Stock Holding History

Pinnacle Wealth Planning Services’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 		$60.5K Sell
700
-6
-0.8% -$497 0.01% 1146
2026
Q1 		$57.8K Buy
706
+6
+0.9% +$474 0.01% 1115
2025
Q4 		$50.7K Buy
+700
New +$53.1K 0.01% 1189
2021
Q1 		– Sell
-295
Closed -$16K – 871
2020
Q4 		$16K Buy
+295
New +$16.2K ﹤0.01% 1232

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

Pinnacle Wealth Planning Services's EVRG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Evergy (EVRG) stake by 0.85% in Q2 2026, selling an estimated $497 and leaving 700 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #1146.

Pinnacle Wealth Planning Services first reported a position in EVRG in Q4 2020 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 700 shares of Evergy worth $60.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6 Evergy shares in Q2 2026, an estimated $497.
  • Evergy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1146 holding.
  • Pinnacle Wealth Planning Services first reported a position in Evergy in Q4 2020 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.