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SHP Wealth Management’s Evergy EVRG Stock Holding History

SHP Wealth Management’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 		$27K Sell
312
-33
-10% -$2.73K ﹤0.01% 704
2026
Q1 		$28.3K Buy
345
+21
+6% +$1.66K ﹤0.01% 631
2025
Q4 		$23.5K Buy
+324
New +$24.6K ﹤0.01% 649

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

SHP Wealth Management's EVRG Position: Q2 2026 in Review

SHP Wealth Management reduced its Evergy (EVRG) stake by 9.6% in Q2 2026, selling an estimated $2.73K and leaving 312 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

SHP Wealth Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.3K in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • SHP Wealth Management held 312 shares of Evergy worth $27K as of Q2 2026.
  • SHP Wealth Management sold 33 Evergy shares in Q2 2026, an estimated $2.73K.
  • Evergy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #704 holding.
  • SHP Wealth Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Evergy position peaked at $28.3K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.