Sunrise Financial Services’s Evergy EVRG Stock Holding History

Sunrise Financial Services’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	$605	Hold	7	–	–	﹤0.01%	531
2026 Q1	$573	Hold	7	–	–	﹤0.01%	550
2025 Q4	$507	Buy	+7	New	+$531	﹤0.01%	511

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sunrise Financial Services's EVRG Position: Q2 2026 in Review

Sunrise Financial Services held its Evergy (EVRG) position steady in Q2 2026 at 7 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Sunrise Financial Services first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Sunrise Financial Services held 7 shares of Evergy worth $605 as of Q2 2026.
Sunrise Financial Services left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #531 holding.
Sunrise Financial Services first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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