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Sierra Summit Advisors’s Evergy EVRG Stock Holding History

Sierra Summit 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 		$1.19M Buy
13,792
+309
+2% +$25.6K 0.13% 110
2026
Q1 		$1.1M Buy
13,483
+725
+6% +$57.3K 0.16% 93
2025
Q4 		$925K Buy
12,758
+258
+2% +$19.6K 0.14% 100
2025
Q3 		$950K Buy
12,500
+183
+1% +$13K 0.14% 94
2025
Q2 		$849K Sell
12,317
-323
-3% -$21.7K 0.15% 94
2025
Q1 		$872K Buy
12,640
+386
+3% +$25.3K 0.19% 78
2024
Q4 		$754K Buy
12,254
+3,038
+33% +$188K 0.15% 80
2024
Q3 		$571K Buy
9,216
+1,534
+20% +$89.3K 0.13% 90
2024
Q2 		$407K Buy
+7,682
New +$409K 0.1% 111

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

Sierra Summit Advisors's EVRG Position: Q2 2026 in Review

Sierra Summit Advisors increased its Evergy (EVRG) stake by 2.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 13,792 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #110.

Sierra Summit Advisors first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sierra Summit Advisors held 13,792 shares of Evergy worth $1.19M as of Q2 2026.
  • Sierra Summit Advisors bought 309 Evergy shares in Q2 2026, an estimated $25.6K.
  • Evergy made up 0.13% of Sierra Summit Advisors's portfolio in Q2 2026, its #110 holding.
  • Sierra Summit Advisors first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.