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Rossby Financial’s Evergy EVRG Stock Holding History

Rossby Financial’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 		$21.3K Sell
246
-22
-8% -$1.82K ﹤0.01% 945
2026
Q1 		$22.1K Buy
268
+54
+25% +$4.27K ﹤0.01% 978
2025
Q4 		$15.5K Buy
214
+14
+7% +$1.06K ﹤0.01% 795
2025
Q3 		$15.2K Hold
200
– – 0.01% 763
2025
Q2 		$13.8K Hold
200
– – 0.01% 722
2025
Q1 		$13.6K Buy
+200
New +$13.1K 0.01% 674

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

Rossby Financial's EVRG Position: Q2 2026 in Review

Rossby Financial reduced its Evergy (EVRG) stake by 8.2% in Q2 2026, selling an estimated $1.82K and leaving 246 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Rossby Financial first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.1K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Rossby Financial held 246 shares of Evergy worth $21.3K as of Q2 2026.
  • Rossby Financial sold 22 Evergy shares in Q2 2026, an estimated $1.82K.
  • Evergy made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #945 holding.
  • Rossby Financial first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Evergy position peaked at $22.1K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.