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Prospera Financial Services’s Evergy EVRG Stock Holding History

Prospera Financial Services’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 		$2.9M Sell
33,590
-814
-2% -$67.4K 0.04% 413
2026
Q1 		$2.82M Sell
34,404
-536
-2% -$42.4K 0.05% 408
2025
Q4 		$2.53M Sell
34,940
-1,039
-3% -$78.8K 0.04% 421
2025
Q3 		$2.74M Buy
35,979
+496
+1% +$35.4K 0.05% 401
2025
Q2 		$2.45M Buy
35,483
+794
+2% +$53.4K 0.05% 413
2025
Q1 		$2.39M Buy
34,689
+1,317
+4% +$86.2K 0.06% 351
2024
Q4 		$2.05M Buy
33,372
+1,218
+4% +$75.3K 0.05% 364
2024
Q3 		$1.99M Buy
32,154
+7,189
+29% +$418K 0.05% 336
2024
Q2 		$1.32M Buy
24,965
+2,225
+10% +$118K 0.04% 432
2024
Q1 		$1.21M Buy
22,740
+2,852
+14% +$146K 0.04% 452
2023
Q4 		$1.04M Buy
19,888
+816
+4% +$41.1K 0.03% 461
2023
Q3 		$967K Sell
19,072
-23
-0.1% -$1.31K 0.04% 425
2023
Q2 		$1.12M Buy
19,095
+1,826
+11% +$110K 0.04% 390
2023
Q1 		$1.06M Buy
17,269
+3,294
+24% +$200K 0.04% 410
2022
Q4 		$879K Buy
13,975
+643
+5% +$38.6K 0.04% 385
2022
Q3 		$792K Buy
13,332
+1,819
+16% +$122K 0.04% 418
2022
Q2 		$751K Sell
11,513
-637
-5% -$43.2K 0.04% 430
2022
Q1 		$830K Buy
12,150
+827
+7% +$53.3K 0.03% 466
2021
Q4 		$777K Buy
11,323
+330
+3% +$21.5K 0.03% 461
2021
Q3 		$684K Buy
10,993
+181
+2% +$11.9K 0.03% 445
2021
Q2 		$653K Sell
10,812
-10
-0.1% -$626 0.03% 462
2021
Q1 		$644K Buy
+10,822
New +$599K 0.04% 431
2020
Q4 		– Sell
-1,547
Closed -$79K – 928
2020
Q3 		$79K Buy
+1,547
New +$86.5K 0.03% 476

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

Prospera Financial Services's EVRG Position: Q2 2026 in Review

Prospera Financial Services reduced its Evergy (EVRG) stake by 2.4% in Q2 2026, selling an estimated $67.4K and leaving 33,590 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #413.

Prospera Financial Services first reported a position in EVRG in Q3 2020 and has held it in 23 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Prospera Financial Services held 33,590 shares of Evergy worth $2.9M as of Q2 2026.
  • Prospera Financial Services sold 814 Evergy shares in Q2 2026, an estimated $67.4K.
  • Evergy made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #413 holding.
  • Prospera Financial Services first reported a position in Evergy in Q3 2020 and has held it in 23 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.