TFA
EVRG icon

Transamerica Financial Advisors’s Evergy EVRG Stock Holding History

Transamerica Financial Advisors’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 		$125K Sell
1,444
-134
-8% -$11.1K 0.01% 526
2026
Q1 		$129K Buy
1,578
+1,049
+198% +$82.9K 0.01% 474
2025
Q4 		$38.4K Buy
529
+328
+163% +$24.9K ﹤0.01% 582
2025
Q3 		$15.3K Buy
+201
New +$14.3K ﹤0.01% 651
2024
Q1 		– Sell
-1
Closed -$1K – 629
2023
Q4 		$1K Sell
1
-13
-93% -$654 ﹤0.01% 442
2023
Q3 		$1K Sell
14
-1
-7% -$57 ﹤0.01% 470
2023
Q2 		$1K Sell
15
-3
-17% -$181 ﹤0.01% 442
2023
Q1 		$2K Sell
18
-1
-5% -$61 ﹤0.01% 357
2022
Q4 		$2K Sell
19
-2
-10% -$120 ﹤0.01% 384
2022
Q3 		$2K Sell
21
-1
-5% -$67 ﹤0.01% 378
2022
Q2 		$2K Buy
+22
New +$1.49K ﹤0.01% 384
2021
Q3 		– Sell
-5
Closed -$1K – 143
2021
Q2 		$1K Sell
5
-6
-55% -$375 0.02% 116
2021
Q1 		$1K Hold
11
– – 0.02% 143
2020
Q4 		$1K Sell
11
-1
-8% -$55 0.02% 133
2020
Q3 		$1K Sell
12
-4,995
-100% -$279K 0.02% 148
2020
Q2 		$297K Buy
+5,007
New +$297K 0.07% 123
2019
Q3 		– Sell
-3,742
Closed -$226K – 216
2019
Q2 		$226K Buy
+3,742
New +$219K 0.05% 157

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

Transamerica Financial Advisors's EVRG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Evergy (EVRG) stake by 8.5% in Q2 2026, selling an estimated $11.1K and leaving 1,444 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #526.

Transamerica Financial Advisors first reported a position in EVRG in Q2 2019 and has held it in 17 quarters since. The position peaked at $297K in Q2 2020. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Transamerica Financial Advisors held 1,444 shares of Evergy worth $125K as of Q2 2026.
  • Transamerica Financial Advisors sold 134 Evergy shares in Q2 2026, an estimated $11.1K.
  • Evergy made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #526 holding.
  • Transamerica Financial Advisors first reported a position in Evergy in Q2 2019 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's Evergy position peaked at $297K in Q2 2020.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.