Ritter Daniher Financial Advisory’s Evergy EVRG Stock Holding History

Ritter Daniher Financial Advisory’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	$9.42K	Hold	109	–	–	﹤0.01%	451
2026 Q1	$8.93K	Hold	109	–	–	﹤0.01%	449
2025 Q4	$7.9K	Hold	109	–	–	﹤0.01%	464
2025 Q3	$8.29K	Hold	109	–	–	﹤0.01%	353
2025 Q2	$7.51K	Hold	109	–	–	﹤0.01%	275
2025 Q1	$7.52K	Hold	109	–	–	﹤0.01%	257
2024 Q4	$6.71K	Sell	109 -10	-8%	-$618	﹤0.01%	254
2024 Q3	$7.38K	Hold	119	–	–	﹤0.01%	253
2024 Q2	$6.3K	Hold	119	–	–	﹤0.01%	254
2024 Q1	$6.35K	Hold	119	–	–	﹤0.01%	241
2023 Q4	$6.21K	Hold	119	–	–	﹤0.01%	258
2023 Q3	$6.03K	Hold	119	–	–	﹤0.01%	260
2023 Q2	$6.95K	Hold	119	–	–	﹤0.01%	237
2023 Q1	$7.27K	Buy	+119	New	+$7.24K	﹤0.01%	221

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ritter Daniher Financial Advisory's EVRG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Evergy (EVRG) position steady in Q2 2026 at 109 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Ritter Daniher Financial Advisory first reported a position in EVRG in Q1 2023 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Ritter Daniher Financial Advisory held 109 shares of Evergy worth $9.42K as of Q2 2026.
Ritter Daniher Financial Advisory left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #451 holding.
Ritter Daniher Financial Advisory first reported a position in Evergy in Q1 2023 and has held it in 14 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.