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TFC Financial Management’s Evergy EVRG Stock Holding History

TFC Financial Management’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 		$2.85K Hold
33
– – ﹤0.01% 531
2026
Q1 		$2.7K Hold
33
– – ﹤0.01% 510
2025
Q4 		$2.39K Hold
33
– – ﹤0.01% 518
2025
Q3 		$2.51K Hold
33
– – ﹤0.01% 537
2025
Q2 		$2.27K Buy
33
+1
+3% +$67 ﹤0.01% 498
2025
Q1 		$2.21K Hold
32
– – ﹤0.01% 482
2024
Q4 		$1.97K Hold
32
– – ﹤0.01% 504
2024
Q3 		$1.99K Hold
32
– – ﹤0.01% 503
2024
Q2 		$1.7K Hold
32
– – ﹤0.01% 501
2024
Q1 		$1.71K Hold
32
– – ﹤0.01% 490
2023
Q4 		$1.67K Buy
+32
New +$1.61K ﹤0.01% 472

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

TFC Financial Management's EVRG Position: Q2 2026 in Review

TFC Financial Management held its Evergy (EVRG) position steady in Q2 2026 at 33 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

TFC Financial Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • TFC Financial Management held 33 shares of Evergy worth $2.85K as of Q2 2026.
  • TFC Financial Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #531 holding.
  • TFC Financial Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.