Portus Wealth Advisors’s Evergy EVRG Stock Holding History

Portus 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	–	Sell	-10	Closed	-$819	–	205
2026 Q1	$819	Buy	+10	New	+$790	﹤0.01%	427

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Portus Wealth Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 10 shares — an estimated $819 sold.

Portus Wealth Advisors first reported a position in EVRG in Q1 2026 and held it in 1 quarter. The position peaked at $819 in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Portus Wealth Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Evergy shares in Q2 2026, an estimated $819.
Portus Wealth Advisors first reported a position in Evergy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Evergy position peaked at $819 in Q1 2026.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.