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Sequoia Financial Advisors’s Evergy EVRG Stock Holding History

Sequoia Financial Advisors’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 		$3.01M Buy
34,801
+1,173
+3% +$97.1K 0.02% 476
2026
Q1 		$2.75M Buy
33,628
+339
+1% +$26.8K 0.02% 488
2025
Q4 		$2.41M Buy
33,289
+3,102
+10% +$235K 0.01% 517
2025
Q3 		$2.29M Buy
30,187
+10,883
+56% +$776K 0.01% 475
2025
Q2 		$1.33M Buy
19,304
+16,285
+539% +$1.09M 0.01% 589
2025
Q1 		$208K Sell
3,019
-241
-7% -$15.8K ﹤0.01% 1248
2024
Q4 		$201K Buy
+3,260
New +$202K ﹤0.01% 1229
2024
Q1 		– Sell
-5,752
Closed -$300K – 1211
2023
Q4 		$300K Buy
+5,752
New +$289K ﹤0.01% 932

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sequoia Financial Advisors's EVRG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Evergy (EVRG) stake by 3.5% in Q2 2026, buying an estimated $97.1K and bringing the position to 34,801 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #476.

Sequoia Financial Advisors first reported a position in EVRG in Q4 2023 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sequoia Financial Advisors held 34,801 shares of Evergy worth $3.01M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,173 Evergy shares in Q2 2026, an estimated $97.1K.
  • Evergy made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #476 holding.
  • Sequoia Financial Advisors first reported a position in Evergy in Q4 2023 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.