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Purpose Unlimited Inc’s Evergy EVRG Stock Holding History

Purpose Unlimited Inc’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 		$1.9K Sell
22
-17
-44% -$1.41K ﹤0.01% 534
2026
Q1 		$3.19K Sell
39
-79
-67% -$6.24K ﹤0.01% 470
2025
Q4 		$8.55K Buy
+118
New +$8.95K ﹤0.01% 321

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Purpose Unlimited Inc's EVRG Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Evergy (EVRG) stake by 44% in Q2 2026, selling an estimated $1.41K and leaving 22 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Purpose Unlimited Inc first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.55K in Q4 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Purpose Unlimited Inc held 22 shares of Evergy worth $1.9K as of Q2 2026.
  • Purpose Unlimited Inc sold 17 Evergy shares in Q2 2026, an estimated $1.41K.
  • Evergy made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #534 holding.
  • Purpose Unlimited Inc first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Evergy position peaked at $8.55K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.