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Summit Financial’s Evergy EVRG Stock Holding History

Summit Financial’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 		$363K Buy
4,196
+311
+8% +$25.7K ﹤0.01% 1230
2026
Q1 		$318K Buy
3,885
+402
+12% +$31.8K ﹤0.01% 1164
2025
Q4 		$252K Buy
3,483
+82
+2% +$6.22K ﹤0.01% 1148
2025
Q3 		$259K Sell
3,401
-549
-14% -$39.1K ﹤0.01% 1117
2025
Q2 		$272K Buy
+3,950
New +$265K 0.01% 710

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

Summit Financial's EVRG Position: Q2 2026 in Review

Summit Financial increased its Evergy (EVRG) stake by 8% in Q2 2026, buying an estimated $25.7K and bringing the position to 4,196 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Summit Financial first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Summit Financial held 4,196 shares of Evergy worth $363K as of Q2 2026.
  • Summit Financial bought 311 Evergy shares in Q2 2026, an estimated $25.7K.
  • Evergy made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1230 holding.
  • Summit Financial first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.