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Spire Wealth Management’s Evergy EVRG Stock Holding History

Spire Wealth 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 		$61K Sell
706
-90
-11% -$7.45K ﹤0.01% 1120
2026
Q1 		$65.2K Sell
796
-444
-36% -$35.1K ﹤0.01% 1097
2025
Q4 		$89.9K Sell
1,240
-6
-0.5% -$455 ﹤0.01% 1014
2025
Q3 		$94.7K Buy
1,246
+337
+37% +$24K ﹤0.01% 1004
2025
Q2 		$62.7K Sell
909
-101
-10% -$6.79K ﹤0.01% 1124
2025
Q1 		$69.6K Sell
1,010
-63
-6% -$4.12K ﹤0.01% 1172
2024
Q4 		$66K Buy
1,073
+101
+10% +$6.25K ﹤0.01% 1175
2024
Q3 		$60.3K Sell
972
-46
-5% -$2.68K ﹤0.01% 1074
2024
Q2 		$53.9K Buy
1,018
+191
+23% +$10.2K ﹤0.01% 1092
2024
Q1 		$44.1K Sell
827
-254
-23% -$13K ﹤0.01% 1262
2023
Q4 		$54.5K Buy
1,081
+229
+27% +$11.5K ﹤0.01% 1178
2023
Q3 		$43.2K Buy
852
+44
+5% +$2.5K ﹤0.01% 1214
2023
Q2 		$47.2K Buy
808
+82
+11% +$4.95K ﹤0.01% 1221
2023
Q1 		$44.4K Buy
726
+252
+53% +$15.3K ﹤0.01% 1247
2022
Q4 		$30K Buy
474
+7
+1% +$420 ﹤0.01% 1192
2022
Q3 		$28K Sell
467
-4,244
-90% -$286K ﹤0.01% 1179
2022
Q2 		$307K Buy
4,711
+3,719
+375% +$252K 0.01% 626
2022
Q1 		$68K Sell
992
-3,528
-78% -$228K ﹤0.01% 1326
2021
Q4 		$310K Buy
4,520
+3,468
+330% +$225K 0.01% 890
2021
Q3 		$65K Sell
1,052
-432
-29% -$28.3K ﹤0.01% 1367
2021
Q2 		$90K Sell
1,484
-13,019
-90% -$814K ﹤0.01% 1214
2021
Q1 		$860K Buy
+14,503
New +$803K 0.02% 496

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

Spire Wealth Management's EVRG Position: Q2 2026 in Review

Spire Wealth Management reduced its Evergy (EVRG) stake by 11% in Q2 2026, selling an estimated $7.45K and leaving 706 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Spire Wealth Management first reported a position in EVRG in Q1 2021 and has held it in 22 quarters since. The position peaked at $860K in Q1 2021. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Spire Wealth Management held 706 shares of Evergy worth $61K as of Q2 2026.
  • Spire Wealth Management sold 90 Evergy shares in Q2 2026, an estimated $7.45K.
  • Evergy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1120 holding.
  • Spire Wealth Management first reported a position in Evergy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Evergy position peaked at $860K in Q1 2021.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.