SW
EVRG icon

Simplicity Wealth’s Evergy EVRG Stock Holding History

Simplicity Wealth’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 		$543K Buy
6,285
+1,587
+34% +$131K 0.02% 610
2026
Q1 		$385K Sell
4,698
-18
-0.4% -$1.42K 0.02% 521
2025
Q4 		$342K Sell
4,716
-88
-2% -$6.68K 0.02% 520
2025
Q3 		$365K Sell
4,804
-6,486
-57% -$462K 0.02% 515
2025
Q2 		$778K Buy
+11,290
New +$759K 0.03% 378

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

Simplicity Wealth's EVRG Position: Q2 2026 in Review

Simplicity Wealth increased its Evergy (EVRG) stake by 34% in Q2 2026, buying an estimated $131K and bringing the position to 6,285 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #610.

Simplicity Wealth first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $778K in Q2 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Simplicity Wealth held 6,285 shares of Evergy worth $543K as of Q2 2026.
  • Simplicity Wealth bought 1,587 Evergy shares in Q2 2026, an estimated $131K.
  • Evergy made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #610 holding.
  • Simplicity Wealth first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Evergy position peaked at $778K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.