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Private Wealth Asset Management’s Evergy EVRG Stock Holding History

Private Wealth Asset Management’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 		$8.87K Buy
+103
New +$8.53K ﹤0.01% 730
2025
Q2 		– Sell
-26
Closed -$1.79K – 1148
2025
Q1 		$1.79K Buy
+26
New +$1.7K ﹤0.01% 807

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Private Wealth Asset Management's EVRG Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in Evergy (EVRG) in Q2 2026: 103 shares worth $8.87K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Private Wealth Asset Management previously reported a position in EVRG as recently as Q1 2025.

Private Wealth Asset Management first reported a position in EVRG in Q1 2025 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Private Wealth Asset Management held 103 shares of Evergy worth $8.87K as of Q2 2026.
  • Evergy was a new Private Wealth Asset Management position in Q2 2026.
  • Evergy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #730 holding.
  • Private Wealth Asset Management first reported a position in Evergy in Q1 2025 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.