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Sagespring Wealth Partners’s Evergy EVRG Stock Holding History

Sagespring Wealth Partners’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 		$294K Buy
3,401
+39
+1% +$3.23K ﹤0.01% 698
2026
Q1 		$275K Buy
3,362
+212
+7% +$16.8K 0.01% 691
2025
Q4 		$228K Buy
3,150
+43
+1% +$3.26K ﹤0.01% 716
2025
Q3 		$236K Buy
+3,107
New +$221K ﹤0.01% 682

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

Sagespring Wealth Partners's EVRG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Evergy (EVRG) stake by 1.2% in Q2 2026, buying an estimated $3.23K and bringing the position to 3,401 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Sagespring Wealth Partners first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sagespring Wealth Partners held 3,401 shares of Evergy worth $294K as of Q2 2026.
  • Sagespring Wealth Partners bought 39 Evergy shares in Q2 2026, an estimated $3.23K.
  • Evergy made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #698 holding.
  • Sagespring Wealth Partners first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.