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Spirit of America Management Corp’s Evergy EVRG Stock Holding History

Spirit of America Management Corp’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 		$1.56M Buy
18,100
+350
+2% +$29K 0.29% 93
2026
Q1 		$1.45M Buy
17,750
+1,000
+6% +$79K 0.29% 97
2025
Q4 		$1.21M Buy
16,750
+2,950
+21% +$224K 0.26% 109
2025
Q3 		$1.05M Buy
13,800
+3,150
+30% +$225K 0.21% 126
2025
Q2 		$734K Buy
10,650
+2,000
+23% +$134K 0.15% 145
2025
Q1 		$596K Buy
8,650
+550
+7% +$36K 0.12% 157
2024
Q4 		$499K Buy
8,100
+3,150
+64% +$195K 0.1% 174
2024
Q3 		$307K Buy
4,950
+2,050
+71% +$119K 0.06% 216
2024
Q2 		$154K Buy
2,900
+1,050
+57% +$55.9K 0.03% 249
2024
Q1 		$98.8K Buy
1,850
+550
+42% +$28.1K 0.02% 252
2023
Q4 		$67.9K Hold
1,300
– – 0.01% 251
2023
Q3 		$65.9K Buy
1,300
+500
+63% +$28.4K 0.01% 223
2023
Q2 		$46.7K Buy
+800
New +$48.3K 0.01% 226

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Spirit of America Management Corp's EVRG Position: Q2 2026 in Review

Spirit of America Management Corp increased its Evergy (EVRG) stake by 2% in Q2 2026, buying an estimated $29K and bringing the position to 18,100 shares worth $1.56M. The position accounts for 0.29% of the portfolio, ranked #93.

Spirit of America Management Corp first reported a position in EVRG in Q2 2023 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Spirit of America Management Corp held 18,100 shares of Evergy worth $1.56M as of Q2 2026.
  • Spirit of America Management Corp bought 350 Evergy shares in Q2 2026, an estimated $29K.
  • Evergy made up 0.29% of Spirit of America Management Corp's portfolio in Q2 2026, its #93 holding.
  • Spirit of America Management Corp first reported a position in Evergy in Q2 2023 and has held it in 13 quarters since.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.