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Principal Securities’s Evergy EVRG Stock Holding History

Principal Securities’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 		$836K Buy
9,669
+328
+4% +$27.2K 0.01% 848
2026
Q1 		$765K Buy
9,341
+1,418
+18% +$112K 0.01% 813
2025
Q4 		$574K Sell
7,923
-451
-5% -$34.2K 0.01% 894
2025
Q3 		$637K Buy
8,374
+827
+11% +$58.9K 0.01% 821
2025
Q2 		$520K Buy
7,547
+6,648
+739% +$447K 0.01% 839
2025
Q1 		$55.3K Hold
899
– – ﹤0.01% 1714
2024
Q4 		$55.3K Buy
899
+123
+16% +$7.61K ﹤0.01% 1714
2024
Q3 		$48.1K Sell
776
-201
-21% -$11.7K ﹤0.01% 1712
2024
Q2 		$51.8K Buy
977
+66
+7% +$3.51K ﹤0.01% 1609
2024
Q1 		$48.6K Buy
911
+93
+11% +$4.75K ﹤0.01% 1587
2023
Q4 		$42.7K Buy
+818
New +$41.2K ﹤0.01% 1556

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

Principal Securities's EVRG Position: Q2 2026 in Review

Principal Securities increased its Evergy (EVRG) stake by 3.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,669 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #848.

Principal Securities first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Principal Securities held 9,669 shares of Evergy worth $836K as of Q2 2026.
  • Principal Securities bought 328 Evergy shares in Q2 2026, an estimated $27.2K.
  • Evergy made up 0.01% of Principal Securities's portfolio in Q2 2026, its #848 holding.
  • Principal Securities first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.