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Smartleaf Asset Management’s Evergy EVRG Stock Holding History

Smartleaf Asset 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 		$221K Hold
2,544
– – 0.01% 786
2026
Q1 		$208K Sell
2,544
-109
-4% -$8.61K 0.01% 772
2025
Q4 		$194K Sell
2,653
-232
-8% -$17.6K 0.01% 815
2025
Q3 		$217K Buy
2,885
+1,353
+88% +$96.4K 0.01% 699
2025
Q2 		$105K Sell
1,532
-1,011
-40% -$67.9K 0.01% 846
2025
Q1 		$173K Buy
2,543
+230
+10% +$15.1K 0.02% 618
2024
Q4 		$142K Buy
2,313
+1,020
+79% +$63.1K 0.01% 669
2024
Q3 		$80.1K Buy
1,293
+757
+141% +$44K 0.01% 776
2024
Q2 		$28.5K Buy
536
+249
+87% +$13.2K ﹤0.01% 899
2024
Q1 		$15.2K Buy
287
+200
+230% +$10.2K ﹤0.01% 908
2023
Q4 		$5.89K Buy
+87
New +$4.38K ﹤0.01% 837

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

Smartleaf Asset Management's EVRG Position: Q2 2026 in Review

Smartleaf Asset Management held its Evergy (EVRG) position steady in Q2 2026 at 2,544 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #786.

Smartleaf Asset Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Smartleaf Asset Management held 2,544 shares of Evergy worth $221K as of Q2 2026.
  • Smartleaf Asset Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #786 holding.
  • Smartleaf Asset Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.