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SYM Financial Corp’s Evergy EVRG Stock Holding History

SYM Financial 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 		$413K Buy
4,781
+551
+13% +$45.6K 0.03% 185
2026
Q1 		$347K Buy
4,230
+192
+5% +$15.2K 0.03% 191
2025
Q4 		$293K Buy
4,038
+14
+0.3% +$1.06K 0.03% 229
2025
Q3 		$306K Buy
4,024
+80
+2% +$5.7K 0.03% 215
2025
Q2 		$272K Buy
3,944
+111
+3% +$7.46K 0.03% 232
2025
Q1 		$264K Buy
3,833
+137
+4% +$8.97K 0.03% 196
2024
Q4 		$227K Buy
+3,696
New +$229K 0.03% 208

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

SYM Financial Corp's EVRG Position: Q2 2026 in Review

SYM Financial Corp increased its Evergy (EVRG) stake by 13% in Q2 2026, buying an estimated $45.6K and bringing the position to 4,781 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #185.

SYM Financial Corp first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • SYM Financial Corp held 4,781 shares of Evergy worth $413K as of Q2 2026.
  • SYM Financial Corp bought 551 Evergy shares in Q2 2026, an estimated $45.6K.
  • Evergy made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #185 holding.
  • SYM Financial Corp first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.