S&A Financial Services’s Evergy EVRG Stock Holding History

S&A Financial Services’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	$774K	Sell	8,952 -189	-2%	-$15.6K	0.47%	43
2026 Q1	$749K	Buy	+9,141	New	+$722K	0.51%	41

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

S&A Financial Services's EVRG Position: Q2 2026 in Review

S&A Financial Services reduced its Evergy (EVRG) stake by 2.1% in Q2 2026, selling an estimated $15.6K and leaving 8,952 shares worth $774K. The position accounts for 0.47% of the portfolio, ranked #43.

S&A Financial Services first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

S&A Financial Services held 8,952 shares of Evergy worth $774K as of Q2 2026.
S&A Financial Services sold 189 Evergy shares in Q2 2026, an estimated $15.6K.
Evergy made up 0.47% of S&A Financial Services's portfolio in Q2 2026, its #43 holding.
S&A Financial Services first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.