Raffa Wealth Management’s Evergy EVRG Stock Holding History

Raffa Wealth Management’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	$259	Hold	3	–	–	﹤0.01%	1236
2026 Q1	$246	Buy	+3	New	+$237	﹤0.01%	1145
2025 Q3	–	Sell	-293	Closed	-$20.2K	–	1193
2025 Q2	$20.2K	Buy	+293	New	+$19.7K	﹤0.01%	273
2024 Q1	–	Sell	-33	Closed	-$1.72K	–	1134
2023 Q4	$1.72K	Hold	33	–	–	﹤0.01%	664
2023 Q3	$1.67K	Hold	33	–	–	﹤0.01%	643
2023 Q2	$1.93K	Hold	33	–	–	﹤0.01%	616
2023 Q1	$2.02K	Hold	33	–	–	﹤0.01%	604
2022 Q4	$2.08K	Sell	33 -299	-90%	-$18K	﹤0.01%	579
2022 Q3	$19.7K	Hold	332	–	–	0.01%	203
2022 Q2	$21.7K	Hold	332	–	–	0.01%	196
2022 Q1	$22.7K	Hold	332	–	–	0.01%	198
2021 Q4	$22.8K	Hold	332	–	–	0.01%	206
2021 Q3	$20.6K	Hold	332	–	–	0.01%	190
2021 Q2	$20.1K	Hold	332	–	–	0.01%	192
2021 Q1	$19.8K	Hold	332	–	–	0.01%	196
2020 Q4	$18.4K	Hold	332	–	–	0.01%	191
2020 Q3	$16.9K	Sell	332 -299	-47%	-$16.7K	0.01%	185
2020 Q2	$37.4K	Hold	631	–	–	0.01%	132
2020 Q1	$34.7K	Buy	631 +33	+6%	+$2.17K	0.01%	124
2019 Q4	$38.9K	Hold	598	–	–	0.01%	146
2019 Q3	$39.8K	Buy	+598	New	+$37.8K	0.01%	148

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raffa Wealth Management's EVRG Position: Q2 2026 in Review

Raffa Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 3 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Raffa Wealth Management first reported a position in EVRG in Q3 2019 and has held it in 21 quarters since. The position peaked at $39.8K in Q3 2019. 893 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Raffa Wealth Management held 3 shares of Evergy worth $259 as of Q2 2026.
Raffa Wealth Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1236 holding.
Raffa Wealth Management first reported a position in Evergy in Q3 2019 and has held it in 21 quarters since.
Raffa Wealth Management's Evergy position peaked at $39.8K in Q3 2019.
893 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.