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Stratos Wealth Partners’s Evergy EVRG Stock Holding History

Stratos Wealth Partners’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 		$294K Buy
+3,406
New +$282K ﹤0.01% 1416
2018
Q4 		– Sell
-1,195
Closed -$66K – 1313
2018
Q3 		$66K Buy
+1,195
New +$67.6K ﹤0.01% 1328

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

Stratos Wealth Partners's EVRG Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Evergy (EVRG) in Q2 2026: 3,406 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in EVRG as recently as Q3 2018.

Stratos Wealth Partners first reported a position in EVRG in Q3 2018 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Stratos Wealth Partners held 3,406 shares of Evergy worth $294K as of Q2 2026.
  • Evergy was a new Stratos Wealth Partners position in Q2 2026.
  • Evergy made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1416 holding.
  • Stratos Wealth Partners first reported a position in Evergy in Q3 2018 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.