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TD Private Client Wealth’s Evergy EVRG Stock Holding History

TD Private Client Wealth’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 		$1.75M Buy
20,228
+7,015
+53% +$581K 0.03% 295
2026
Q1 		$1.08M Buy
13,213
+6,062
+85% +$479K 0.02% 353
2025
Q4 		$518K Sell
7,151
-175
-2% -$13.3K 0.01% 476
2025
Q3 		$557K Buy
7,326
+6,615
+930% +$471K 0.01% 462
2025
Q2 		$49K Buy
711
+105
+17% +$7.06K ﹤0.01% 842
2025
Q1 		$41.8K Sell
606
-140
-19% -$9.16K ﹤0.01% 836
2024
Q4 		$45.9K Buy
746
+5
+0.7% +$309 ﹤0.01% 838
2024
Q3 		$45.9K Buy
741
+3
+0.4% +$175 ﹤0.01% 842
2024
Q2 		$39.1K Buy
738
+4
+0.5% +$213 ﹤0.01% 855
2024
Q1 		$39.2K Sell
734
-1,421
-66% -$72.6K ﹤0.01% 856
2023
Q4 		$112K Sell
2,155
-32,654
-94% -$1.64M ﹤0.01% 665
2023
Q3 		$1.76M Sell
34,809
-3,993
-10% -$227K 0.08% 226
2023
Q2 		$2.27M Sell
38,802
-813
-2% -$49.1K 0.1% 203
2023
Q1 		$2.42M Buy
39,615
+899
+2% +$54.7K 0.11% 192
2022
Q4 		$2.44M Sell
38,716
-2,026
-5% -$122K 0.12% 182
2022
Q3 		$2.42M Buy
40,742
+474
+1% +$31.9K 0.12% 172
2022
Q2 		$2.63M Buy
40,268
+12,264
+44% +$832K 0.13% 168
2022
Q1 		$1.91M Buy
28,004
+1,825
+7% +$118K 0.08% 243
2021
Q4 		$1.8M Buy
26,179
+18,705
+250% +$1.22M 0.07% 252
2021
Q3 		$465K Sell
7,474
-649
-8% -$42.6K 0.02% 412
2021
Q2 		$491K Buy
8,123
+2,124
+35% +$133K 0.02% 409
2021
Q1 		$357K Sell
5,999
-1,137
-16% -$62.9K 0.02% 435
2020
Q4 		$396K Buy
7,136
+268
+4% +$14.7K 0.02% 405
2020
Q3 		$349K Buy
6,868
+2,529
+58% +$141K 0.02% 395
2020
Q2 		$257K Buy
4,339
+1,629
+60% +$96.5K 0.02% 426
2020
Q1 		$149K Sell
2,710
-1,384
-34% -$90.9K 0.01% 449
2019
Q4 		$266K Buy
+4,094
New +$261K 0.02% 427

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

TD Private Client Wealth's EVRG Position: Q2 2026 in Review

TD Private Client Wealth increased its Evergy (EVRG) stake by 53% in Q2 2026, buying an estimated $581K and bringing the position to 20,228 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #295.

TD Private Client Wealth first reported a position in EVRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.63M in Q2 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • TD Private Client Wealth held 20,228 shares of Evergy worth $1.75M as of Q2 2026.
  • TD Private Client Wealth bought 7,015 Evergy shares in Q2 2026, an estimated $581K.
  • Evergy made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #295 holding.
  • TD Private Client Wealth first reported a position in Evergy in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Evergy position peaked at $2.63M in Q2 2022.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.