Raymond James Financial
EVRG icon

Raymond James Financial’s Evergy EVRG Stock Holding History

Raymond James Financial’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 		$93.4M Buy
1,080,652
+101,628
+10% +$8.41M 0.03% 600
2026
Q1 		$80.1M Sell
979,024
-43,219
-4% -$3.42M 0.02% 603
2025
Q4 		$74.2M Sell
1,022,243
-19,843
-2% -$1.51M 0.02% 632
2025
Q3 		$79.2M Buy
1,042,086
+117,357
+13% +$8.36M 0.03% 578
2025
Q2 		$63.7M Buy
924,729
+237,620
+35% +$16M 0.02% 634
2025
Q1 		$47.4M Buy
687,109
+159,272
+30% +$10.4M 0.02% 750
2024
Q4 		$32.5M Buy
+527,837
New +$32.6M 0.01% 981

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

Raymond James Financial's EVRG Position: Q2 2026 in Review

Raymond James Financial increased its Evergy (EVRG) stake by 10% in Q2 2026, buying an estimated $8.41M and bringing the position to 1,080,652 shares worth $93.4M. The position accounts for 0.03% of the portfolio, ranked #600.

Raymond James Financial first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Raymond James Financial held 1,080,652 shares of Evergy worth $93.4M as of Q2 2026.
  • Raymond James Financial bought 101,628 Evergy shares in Q2 2026, an estimated $8.41M.
  • Evergy made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #600 holding.
  • Raymond James Financial first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.