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Spectrum Wealth Advisory Group’s Evergy EVRG Stock Holding History

Spectrum Wealth Advisory Group’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 		$439 Buy
+5
New +$414 ﹤0.01% 489

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

Spectrum Wealth Advisory Group's EVRG Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Evergy (EVRG) in Q2 2026: 5 shares worth $439. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings.

939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Spectrum Wealth Advisory Group held 5 shares of Evergy worth $439 as of Q2 2026.
  • Evergy was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Evergy made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #489 holding.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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