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Sowell Financial Services’s Evergy EVRG Stock Holding History

Sowell Financial Services’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 		$328K Sell
3,797
-56
-1% -$4.64K 0.01% 832
2026
Q1 		$316K Sell
3,853
-233
-6% -$18.4K 0.01% 817
2025
Q4 		$296K Buy
4,086
+168
+4% +$12.7K 0.01% 839
2025
Q3 		$298K Buy
3,918
+2
+0.1% +$143 0.01% 814
2025
Q2 		$270K Buy
3,916
+44
+1% +$2.96K 0.01% 835
2025
Q1 		$267K Buy
+3,872
New +$253K 0.01% 812
2023
Q2 		– Sell
-3,799
Closed -$232K – 637
2023
Q1 		$232K Buy
+3,799
New +$231K 0.02% 649
2021
Q2 		– Sell
-3,735
Closed -$238K – 1190
2021
Q1 		$238K Buy
3,735
+416
+13% +$23K 0.01% 954
2020
Q4 		$184K Sell
3,319
-140
-4% -$7.68K 0.01% 887
2020
Q3 		$176K Sell
3,459
-507
-13% -$28.3K 0.01% 774
2020
Q2 		$235K Sell
3,966
-5,912
-60% -$350K 0.01% 666
2020
Q1 		$544K Buy
9,878
+4,793
+94% +$315K 0.04% 380
2019
Q4 		$331K Sell
5,085
-2,264
-31% -$144K 0.03% 568
2019
Q3 		$489K Buy
+7,349
New +$465K 0.04% 422
2019
Q1 		$261K Sell
4,493
-34
-0.8% -$1.94K 0.03% 480
2018
Q4 		$257K Buy
4,527
+67
+2% +$3.87K 0.04% 418
2018
Q3 		$245K Buy
+4,460
New +$252K 0.04% 297

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

Sowell Financial Services's EVRG Position: Q2 2026 in Review

Sowell Financial Services reduced its Evergy (EVRG) stake by 1.5% in Q2 2026, selling an estimated $4.64K and leaving 3,797 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #832.

Sowell Financial Services first reported a position in EVRG in Q3 2018 and has held it in 17 quarters since. The position peaked at $544K in Q1 2020. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sowell Financial Services held 3,797 shares of Evergy worth $328K as of Q2 2026.
  • Sowell Financial Services sold 56 Evergy shares in Q2 2026, an estimated $4.64K.
  • Evergy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #832 holding.
  • Sowell Financial Services first reported a position in Evergy in Q3 2018 and has held it in 17 quarters since.
  • Sowell Financial Services's Evergy position peaked at $544K in Q1 2020.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.