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Retirement Wealth Solutions’s Evergy EVRG Stock Holding History

Retirement Wealth Solutions’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 		$122K Buy
1,413
+1,358
+2,469% +$112K 0.07% 66
2026
Q1 		$4.51K Buy
55
+22
+67% +$1.74K ﹤0.01% 339
2025
Q4 		$2.4K Sell
33
-40
-55% -$3.04K ﹤0.01% 424
2025
Q3 		$5.58K Buy
73
+72
+7,200% +$5.13K ﹤0.01% 289
2025
Q2 		$69 Hold
1
– – ﹤0.01% 421
2025
Q1 		$69 Hold
1
– – ﹤0.01% 409
2024
Q4 		$60 Buy
+1
New +$62 ﹤0.01% 417

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

Retirement Wealth Solutions's EVRG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Evergy (EVRG) stake by 2,469% in Q2 2026, buying an estimated $112K and bringing the position to 1,413 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #66.

Retirement Wealth Solutions first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Retirement Wealth Solutions held 1,413 shares of Evergy worth $122K as of Q2 2026.
  • Retirement Wealth Solutions bought 1,358 Evergy shares in Q2 2026, an estimated $112K.
  • Evergy made up 0.07% of Retirement Wealth Solutions's portfolio in Q2 2026, its #66 holding.
  • Retirement Wealth Solutions first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.