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EVRG icon

SBI Securities’s Evergy EVRG Stock Holding History

SBI Securities’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 		$40K Buy
463
+12
+3% +$994 ﹤0.01% 1253
2026
Q1 		$36.9K Buy
451
+2
+0.4% +$158 ﹤0.01% 1216
2025
Q4 		$32.5K Sell
449
-15
-3% -$1.14K ﹤0.01% 1256
2025
Q3 		$35.3K Sell
464
-2
-0.4% -$143 ﹤0.01% 1226
2025
Q2 		$32.1K Sell
466
-376
-45% -$25.3K ﹤0.01% 1229
2025
Q1 		$58.1K Buy
842
+45
+6% +$2.94K ﹤0.01% 924
2024
Q4 		$49.1K Buy
+797
New +$49.3K ﹤0.01% 996

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

SBI Securities's EVRG Position: Q2 2026 in Review

SBI Securities increased its Evergy (EVRG) stake by 2.7% in Q2 2026, buying an estimated $994 and bringing the position to 463 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

SBI Securities first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.1K in Q1 2025. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • SBI Securities held 463 shares of Evergy worth $40K as of Q2 2026.
  • SBI Securities bought 12 Evergy shares in Q2 2026, an estimated $994.
  • Evergy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1253 holding.
  • SBI Securities first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Evergy position peaked at $58.1K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.