Sound Stewardship’s Evergy EVRG Stock Holding History

Sound Stewardship’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	$366K	Hold	4,232	–	–	0.15%	52
2026 Q1	$347K	Hold	4,232	–	–	0.16%	50
2025 Q4	$307K	Hold	4,232	–	–	0.15%	53
2025 Q3	$322K	Hold	4,232	–	–	0.15%	53
2025 Q2	$292K	Hold	4,232	–	–	0.15%	54
2025 Q1	$292K	Hold	4,232	–	–	0.17%	51
2024 Q4	$260K	Hold	4,232	–	–	0.15%	54
2024 Q3	$262K	Buy	4,232 +6	+0.1%	+$349	0.15%	51
2024 Q2	$224K	Hold	4,226	–	–	0.14%	54
2024 Q1	$226K	Hold	4,226	–	–	0.14%	57
2023 Q4	$221K	Hold	4,226	–	–	0.15%	63
2023 Q3	$214K	Hold	4,226	–	–	0.14%	65
2023 Q2	$247K	Hold	4,226	–	–	0.16%	59
2023 Q1	$258K	Hold	4,226	–	–	0.17%	57
2022 Q4	$266K	Buy	+4,226	New	+$254K	0.2%	54

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sound Stewardship's EVRG Position: Q2 2026 in Review

Sound Stewardship held its Evergy (EVRG) position steady in Q2 2026 at 4,232 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #52.

Sound Stewardship first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Sound Stewardship held 4,232 shares of Evergy worth $366K as of Q2 2026.
Sound Stewardship left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.15% of Sound Stewardship's portfolio in Q2 2026, its #52 holding.
Sound Stewardship first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.