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Providence Financial Advisors’s Evergy EVRG Stock Holding History

Providence Financial 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 		$374K Buy
4,325
+3
+0.1% +$248 0.21% 38
2026
Q1 		$354K Buy
4,322
+21
+0.5% +$1.66K 0.2% 36
2025
Q4 		$312K Buy
+4,301
New +$326K 0.31% 35

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

Providence Financial Advisors's EVRG Position: Q2 2026 in Review

Providence Financial Advisors increased its Evergy (EVRG) stake by 0.07% in Q2 2026, buying an estimated $248 and bringing the position to 4,325 shares worth $374K. The position accounts for 0.21% of the portfolio, ranked #38.

Providence Financial Advisors first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Providence Financial Advisors held 4,325 shares of Evergy worth $374K as of Q2 2026.
  • Providence Financial Advisors bought 3 Evergy shares in Q2 2026, an estimated $248.
  • Evergy made up 0.21% of Providence Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Providence Financial Advisors first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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