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Summit Securities Group’s Evergy EVRG Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-3,600
Closed -$274K – 1077
2025
Q3 		$274K Buy
+3,600
New +$257K 0.06% 233
2020
Q2 		– Sell
-52
Closed -$286K – 429
2020
Q1 		$286K Buy
+52
New +$3.42K 0.05% 214

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 Securities Group's EVRG Position: Q2 2026 in Review

Summit Securities Group increased its Evergy (EVRG) stake by 42% in Q2 2026, buying an estimated $1.32K and bringing the position to 54 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Summit Securities Group first reported a position in EVRG in Q1 2022 and has held it in 12 quarters since. The position peaked at $314K in Q1 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Summit Securities Group held 54 shares of Evergy worth $4.67K as of Q2 2026.
  • Summit Securities Group bought 16 Evergy shares in Q2 2026, an estimated $1.32K.
  • Evergy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #991 holding.
  • Summit Securities Group first reported a position in Evergy in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's Evergy position peaked at $314K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.