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Probity Advisors’s Evergy EVRG Stock Holding History

Probity 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 		$354K Sell
4,097
-14
-0.3% -$1.16K 0.05% 189
2026
Q1 		$337K Sell
4,111
-47
-1% -$3.71K 0.05% 191
2025
Q4 		$301K Sell
4,158
-108
-3% -$8.19K 0.05% 201
2025
Q3 		$324K Sell
4,266
-46
-1% -$3.28K 0.05% 191
2025
Q2 		$297K Sell
4,312
-23
-0.5% -$1.55K 0.05% 196
2025
Q1 		$299K Sell
4,335
-24
-0.6% -$1.57K 0.06% 192
2024
Q4 		$268K Buy
4,359
+67
+2% +$4.14K 0.05% 200
2024
Q3 		$266K Buy
4,292
+241
+6% +$14K 0.05% 204
2024
Q2 		$215K Buy
+4,051
New +$216K 0.04% 198

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

Probity Advisors's EVRG Position: Q2 2026 in Review

Probity Advisors reduced its Evergy (EVRG) stake by 0.34% in Q2 2026, selling an estimated $1.16K and leaving 4,097 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #189.

Probity Advisors first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Probity Advisors held 4,097 shares of Evergy worth $354K as of Q2 2026.
  • Probity Advisors sold 14 Evergy shares in Q2 2026, an estimated $1.16K.
  • Evergy made up 0.05% of Probity Advisors's portfolio in Q2 2026, its #189 holding.
  • Probity Advisors first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.