PAG
EVRG icon

Poinciana Advisors Group’s Evergy EVRG Stock Holding History

Poinciana Advisors Group’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 		$221K Hold
2,555
– – 0.16% 102
2026
Q1 		$209K Buy
+2,555
New +$202K 0.17% 121

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Poinciana Advisors Group's EVRG Position: Q2 2026 in Review

Poinciana Advisors Group held its Evergy (EVRG) position steady in Q2 2026 at 2,555 shares worth $221K. The position accounts for 0.16% of the portfolio, ranked #102.

Poinciana Advisors Group first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Poinciana Advisors Group held 2,555 shares of Evergy worth $221K as of Q2 2026.
  • Poinciana Advisors Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.16% of Poinciana Advisors Group's portfolio in Q2 2026, its #102 holding.
  • Poinciana Advisors Group first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.