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Ranch Capital Advisors’s Evergy EVRG Stock Holding History

Ranch Capital 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 		$3.14M Buy
36,282
+3,688
+11% +$305K 0.99% 34
2026
Q1 		$2.67M Buy
32,594
+1,411
+5% +$112K 0.97% 37
2025
Q4 		$2.26M Buy
31,183
+1,675
+6% +$127K 0.83% 38
2025
Q3 		$2.24M Buy
29,508
+1,850
+7% +$132K 0.87% 38
2025
Q2 		$1.91M Buy
27,658
+1,354
+5% +$91K 0.83% 40
2025
Q1 		$1.81M Buy
+26,304
New +$1.72M 0.86% 42
2021
Q4 		– Sell
-501
Closed -$31K – 283
2021
Q3 		$31K Buy
501
+3
+0.6% +$197 0.02% 317
2021
Q2 		$30K Buy
498
+152
+44% +$9.51K 0.02% 401
2021
Q1 		$20K Buy
346
+2
+0.6% +$111 0.01% 469
2020
Q4 		$19K Buy
344
+3
+0.9% +$165 0.01% 482
2020
Q3 		$17K Buy
341
+3
+0.9% +$168 0.01% 485
2020
Q2 		$18K Sell
338
-98
-22% -$5.8K 0.01% 494
2020
Q1 		$24K Sell
436
-298
-41% -$19.6K 0.02% 411
2019
Q4 		$48K Buy
+734
New +$46.8K 0.04% 346

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

Ranch Capital Advisors's EVRG Position: Q2 2026 in Review

Ranch Capital Advisors increased its Evergy (EVRG) stake by 11% in Q2 2026, buying an estimated $305K and bringing the position to 36,282 shares worth $3.14M. The position accounts for 0.99% of the portfolio, ranked #34.

Ranch Capital Advisors first reported a position in EVRG in Q4 2019 and has held it in 14 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ranch Capital Advisors held 36,282 shares of Evergy worth $3.14M as of Q2 2026.
  • Ranch Capital Advisors bought 3,688 Evergy shares in Q2 2026, an estimated $305K.
  • Evergy made up 0.99% of Ranch Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Ranch Capital Advisors first reported a position in Evergy in Q4 2019 and has held it in 14 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.