Sound Income Strategies’s Evergy EVRG Stock Holding History

Sound Income Strategies’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	$638K	Sell	7,378 -835	-10%	-$69.1K	0.03%	253
2026 Q1	$676K	Sell	8,213 -176,213	-96%	-$13.9M	0.03%	216
2025 Q4	$14.1M	Sell	184,426 -35,837	-16%	-$2.72M	0.67%	56
2025 Q3	$16.9M	Sell	220,263 -7,738	-3%	-$551K	0.92%	36
2025 Q2	$15.7M	Buy	228,001 +12,988	+6%	+$873K	0.9%	37
2025 Q1	$14.8M	Sell	215,013 -991	-0.5%	-$64.9K	0.88%	40
2024 Q4	$13.3M	Buy	216,004 +212,286	+5,710%	+$13.1M	0.82%	39
2024 Q3	$231K	Hold	3,718	–	–	0.01%	227
2024 Q2	$197K	Hold	3,718	–	–	0.01%	230
2024 Q1	$198K	Hold	3,718	–	–	0.01%	219
2023 Q4	$194K	Hold	3,718	–	–	0.02%	197
2023 Q3	$189K	Hold	3,718	–	–	0.02%	158
2023 Q2	$217K	Hold	3,718	–	–	0.02%	144
2023 Q1	$227K	Hold	3,718	–	–	0.02%	139
2022 Q4	$234K	Hold	3,718	–	–	0.03%	128
2022 Q3	$221K	Buy	3,718 +17	+0.5%	+$1.14K	0.03%	133
2022 Q2	$242K	Hold	3,701	–	–	0.03%	126
2022 Q1	$253K	Buy	3,701 +27	+0.7%	+$1.74K	0.03%	132
2021 Q4	$252K	Hold	3,674	–	–	0.03%	136
2021 Q3	$229K	Hold	3,674	–	–	0.03%	136
2021 Q2	$222K	Hold	3,674	–	–	0.03%	134
2021 Q1	$219K	Buy	+3,674	New	+$203K	0.04%	123
2020 Q3	–	Sell	-171	Closed	-$10K	–	859
2020 Q2	$10K	Hold	171	–	–	﹤0.01%	383
2020 Q1	$9K	Hold	171	–	–	﹤0.01%	351
2019 Q4	$11K	Hold	171	–	–	﹤0.01%	318
2019 Q3	$11K	Hold	171	–	–	﹤0.01%	297
2019 Q2	$10K	Hold	171	–	–	﹤0.01%	335
2019 Q1	$10K	Buy	171 +128	+298%	+$7.29K	﹤0.01%	335
2018 Q4	$2K	Hold	43	–	–	﹤0.01%	528
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	544
2018 Q2	$2K	Buy	+43	New	+$2.3K	﹤0.01%	501

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Sound Income Strategies's EVRG Position: Q2 2026 in Review

Sound Income Strategies reduced its Evergy (EVRG) stake by 10% in Q2 2026, selling an estimated $69.1K and leaving 7,378 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #253.

Sound Income Strategies first reported a position in EVRG in Q2 2018 and has held it in 31 quarters since. The position peaked at $16.9M in Q3 2025. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Sound Income Strategies held 7,378 shares of Evergy worth $638K as of Q2 2026.
Sound Income Strategies sold 835 Evergy shares in Q2 2026, an estimated $69.1K.
Evergy made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #253 holding.
Sound Income Strategies first reported a position in Evergy in Q2 2018 and has held it in 31 quarters since.
Sound Income Strategies's Evergy position peaked at $16.9M in Q3 2025.
514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.