RAG
EVRG icon

RIA Advisory Group’s Evergy EVRG Stock Holding History

RIA Advisory Group’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 		$1.36M Buy
15,735
+1,036
+7% +$85.8K 0.3% 55
2026
Q1 		$1.2M Buy
14,699
+1,362
+10% +$108K 0.29% 55
2025
Q4 		$967K Buy
+13,337
New +$1.01M 0.23% 70
2025
Q2 		– Sell
-10,170
Closed -$701K – 139
2025
Q1 		$701K Buy
+10,170
New +$666K 0.23% 73

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

RIA Advisory Group's EVRG Position: Q2 2026 in Review

RIA Advisory Group increased its Evergy (EVRG) stake by 7% in Q2 2026, buying an estimated $85.8K and bringing the position to 15,735 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #55.

RIA Advisory Group first reported a position in EVRG in Q1 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • RIA Advisory Group held 15,735 shares of Evergy worth $1.36M as of Q2 2026.
  • RIA Advisory Group bought 1,036 Evergy shares in Q2 2026, an estimated $85.8K.
  • Evergy made up 0.3% of RIA Advisory Group's portfolio in Q2 2026, its #55 holding.
  • RIA Advisory Group first reported a position in Evergy in Q1 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.