RWM
EVRG icon

Rialto Wealth Management’s Evergy EVRG Stock Holding History

Rialto 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 		$4.32K Buy
50
+25
+100% +$2.07K ﹤0.01% 805
2026
Q1 		$2.05K Buy
25
+9
+56% +$711 ﹤0.01% 854
2025
Q4 		$1.16K Buy
16
+4
+33% +$303 ﹤0.01% 942
2025
Q3 		$913 Buy
12
+9
+300% +$641 ﹤0.01% 964
2025
Q2 		$207 Sell
3
-5
-63% -$336 ﹤0.01% 1370
2025
Q1 		$552 Buy
+8
New +$524 ﹤0.01% 759

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

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

Rialto Wealth Management increased its Evergy (EVRG) stake by 100% in Q2 2026, buying an estimated $2.07K and bringing the position to 50 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Rialto Wealth Management first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Rialto Wealth Management held 50 shares of Evergy worth $4.32K as of Q2 2026.
  • Rialto Wealth Management bought 25 Evergy shares in Q2 2026, an estimated $2.07K.
  • Evergy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Rialto Wealth Management first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.