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Ritholtz Wealth Management’s Evergy EVRG Stock Holding History

Ritholtz 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 		$458K Buy
5,300
+210
+4% +$17.4K 0.01% 889
2026
Q1 		$417K Buy
5,090
+785
+18% +$62K 0.01% 853
2025
Q4 		$312K Buy
4,305
+5
+0.1% +$379 0.01% 881
2025
Q3 		$327K Buy
4,300
+50
+1% +$3.56K 0.01% 813
2025
Q2 		$293K Buy
+4,250
New +$286K 0.01% 798

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

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

Ritholtz Wealth Management increased its Evergy (EVRG) stake by 4.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 5,300 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #889.

Ritholtz Wealth Management first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ritholtz Wealth Management held 5,300 shares of Evergy worth $458K as of Q2 2026.
  • Ritholtz Wealth Management bought 210 Evergy shares in Q2 2026, an estimated $17.4K.
  • Evergy made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #889 holding.
  • Ritholtz Wealth Management first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.