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Roxbury Financial’s Evergy EVRG Stock Holding History

Roxbury 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 		$34.5K Buy
399
+3
+0.8% +$248 0.03% 228
2026
Q1 		$32.4K Buy
396
+4
+1% +$316 0.03% 219
2025
Q4 		$28.4K Buy
392
+3
+0.8% +$228 0.03% 229
2025
Q3 		$29.5K Buy
389
+4
+1% +$285 0.03% 220
2025
Q2 		$26.5K Buy
385
+7
+2% +$470 0.03% 223
2025
Q1 		$26K Buy
378
+5
+1% +$327 0.03% 222
2024
Q4 		$24.1K Buy
+373
New +$23.1K 0.02% 231

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

Roxbury Financial's EVRG Position: Q2 2026 in Review

Roxbury Financial increased its Evergy (EVRG) stake by 0.76% in Q2 2026, buying an estimated $248 and bringing the position to 399 shares worth $34.5K. The position accounts for 0.03% of the portfolio, ranked #228.

Roxbury Financial first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Roxbury Financial held 399 shares of Evergy worth $34.5K as of Q2 2026.
  • Roxbury Financial bought 3 Evergy shares in Q2 2026, an estimated $248.
  • Evergy made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #228 holding.
  • Roxbury Financial first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.