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Prudent Man Advisors’s Evergy EVRG Stock Holding History

Prudent Man 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 		$1.53M Buy
17,719
+1,227
+7% +$102K 0.35% 70
2026
Q1 		$1.35M Buy
16,492
+6,074
+58% +$480K 0.4% 59
2025
Q4 		$755K Sell
10,418
-14
-0.1% -$1.06K 0.27% 77
2025
Q3 		$793K Sell
10,432
-1,214
-10% -$86.5K 0.29% 69
2025
Q2 		$803K Buy
11,646
+2,592
+29% +$174K 0.25% 91
2025
Q1 		$624K Buy
+9,054
New +$593K 0.23% 105

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

Prudent Man Advisors's EVRG Position: Q2 2026 in Review

Prudent Man Advisors increased its Evergy (EVRG) stake by 7.4% in Q2 2026, buying an estimated $102K and bringing the position to 17,719 shares worth $1.53M. The position accounts for 0.35% of the portfolio, ranked #70.

Prudent Man Advisors first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Prudent Man Advisors held 17,719 shares of Evergy worth $1.53M as of Q2 2026.
  • Prudent Man Advisors bought 1,227 Evergy shares in Q2 2026, an estimated $102K.
  • Evergy made up 0.35% of Prudent Man Advisors's portfolio in Q2 2026, its #70 holding.
  • Prudent Man Advisors first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.