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Private Wealth Management Group’s Evergy EVRG Stock Holding History

Private 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 		$22.5K Hold
260
– – 0.01% 361
2026
Q1 		$21.3K Hold
260
– – 0.01% 322
2025
Q4 		$18.8K Hold
260
– – 0.01% 342
2025
Q3 		$19.8K Hold
260
– – 0.01% 334
2025
Q2 		$17.9K Hold
260
– – 0.01% 334
2025
Q1 		$17.9K Hold
260
– – 0.01% 322
2024
Q4 		$16K Hold
260
– – 0.01% 363
2024
Q3 		$16.1K Hold
260
– – 0.01% 338
2024
Q2 		$13.8K Buy
260
+141
+118% +$7.5K 0.01% 366
2024
Q1 		$6.35K Hold
119
– – ﹤0.01% 549
2023
Q4 		$6.21K Buy
+119
New +$5.99K ﹤0.01% 557

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

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

Private Wealth Management Group held its Evergy (EVRG) position steady in Q2 2026 at 260 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #361.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 260 shares of Evergy worth $22.5K as of Q2 2026.
  • Private Wealth Management Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #361 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.