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Prestige Wealth Management Group’s Evergy EVRG Stock Holding History

Prestige Wealth Management 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 		$5.62K Hold
65
– – ﹤0.01% 559
2026
Q1 		$5.33K Hold
65
– – ﹤0.01% 544
2025
Q4 		$4.71K Sell
65
-20
-24% -$1.52K ﹤0.01% 589
2025
Q3 		$6.46K Hold
85
– – ﹤0.01% 519
2025
Q2 		$5.86K Hold
85
– – ﹤0.01% 529
2025
Q1 		$5.86K Hold
85
– – ﹤0.01% 531
2024
Q4 		$5.23K Hold
85
– – ﹤0.01% 588
2024
Q3 		$5.27K Hold
85
– – ﹤0.01% 604
2024
Q2 		$4.5K Buy
85
+14
+20% +$745 ﹤0.01% 574
2024
Q1 		$3.79K Sell
71
-44
-38% -$2.25K ﹤0.01% 630
2023
Q4 		$6K Sell
115
-43
-27% -$2.16K ﹤0.01% 551
2023
Q3 		$8.01K Buy
158
+79
+100% +$4.49K ﹤0.01% 477
2023
Q2 		$4.62K Buy
79
+1
+1% +$60 ﹤0.01% 609
2023
Q1 		$4.77K Sell
78
-31
-28% -$1.89K ﹤0.01% 584
2022
Q4 		$6.86K Buy
109
+31
+40% +$1.86K ﹤0.01% 547
2022
Q3 		$5K Hold
78
– – ﹤0.01% 549
2022
Q2 		$5K Hold
78
– – ﹤0.01% 575
2022
Q1 		$5K Hold
78
– – ﹤0.01% 604
2021
Q4 		$5K Sell
78
-300
-79% -$19.5K ﹤0.01% 634
2021
Q3 		$24K Buy
378
+300
+385% +$19.7K 0.01% 344
2021
Q2 		$5K Hold
78
– – ﹤0.01% 615
2021
Q1 		$5K Hold
78
– – ﹤0.01% 608
2020
Q4 		$4K Sell
78
-296
-79% -$16.2K ﹤0.01% 617
2020
Q3 		$19K Buy
374
+84
+29% +$4.7K 0.01% 358
2020
Q2 		$17K Sell
290
-22
-7% -$1.3K 0.01% 351
2020
Q1 		$17K Buy
312
+277
+791% +$18.2K 0.01% 305
2019
Q4 		$2K Buy
35
+1
+3% +$64 ﹤0.01% 495
2019
Q3 		$2K Buy
+34
New +$2.15K ﹤0.01% 483
2019
Q1 		– Sell
-81
Closed -$5K – 707
2018
Q4 		$5K Buy
+81
New +$4.68K ﹤0.01% 582

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

Prestige Wealth Management Group's EVRG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Evergy (EVRG) position steady in Q2 2026 at 65 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Prestige Wealth Management Group first reported a position in EVRG in Q4 2018 and has held it in 29 quarters since. The position peaked at $24K in Q3 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Prestige Wealth Management Group held 65 shares of Evergy worth $5.62K as of Q2 2026.
  • Prestige Wealth Management Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #559 holding.
  • Prestige Wealth Management Group first reported a position in Evergy in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Evergy position peaked at $24K in Q3 2021.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.