Transcend Capital Advisors’s Evergy EVRG Stock Holding History

Transcend Capital 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	$511K	Buy	5,907 +761	+15%	+$63K	0.03%	441
2026 Q1	$422K	Buy	5,146 +1,077	+26%	+$85.1K	0.03%	431
2025 Q4	$295K	Sell	4,069 -13	-0.3%	-$986	0.02%	525
2025 Q3	$310K	Buy	+4,082	New	+$291K	0.02%	520
2025 Q2	–	Sell	-8,064	Closed	-$556K	–	638
2025 Q1	$556K	Buy	8,064 +49	+0.6%	+$3.21K	0.04%	338
2024 Q4	$493K	Hold	8,015	–	–	0.04%	350
2024 Q3	$497K	Hold	8,015	–	–	0.03%	395
2024 Q2	$425K	Buy	8,015 +15	+0.2%	+$798	0.03%	393
2024 Q1	$427K	Hold	8,000	–	–	0.03%	353
2023 Q4	$418K	Buy	+8,000	New	+$403K	0.04%	335
2023 Q1	–	Sell	-3,310	Closed	-$208K	–	500
2022 Q4	$208K	Buy	+3,310	New	+$199K	0.02%	444
2022 Q3	–	Sell	-3,300	Closed	-$215K	–	495
2022 Q2	$215K	Hold	3,300	–	–	0.02%	441
2022 Q1	$226K	Hold	3,300	–	–	0.02%	451
2021 Q4	$226K	Hold	3,300	–	–	0.02%	434
2021 Q3	$212K	Buy	+3,300	New	+$216K	0.02%	446

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Transcend Capital Advisors's EVRG Position: Q2 2026 in Review

Transcend Capital Advisors increased its Evergy (EVRG) stake by 15% in Q2 2026, buying an estimated $63K and bringing the position to 5,907 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #441.

Transcend Capital Advisors first reported a position in EVRG in Q3 2021 and has held it in 15 quarters since. The position peaked at $556K in Q1 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Transcend Capital Advisors held 5,907 shares of Evergy worth $511K as of Q2 2026.
Transcend Capital Advisors bought 761 Evergy shares in Q2 2026, an estimated $63K.
Evergy made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #441 holding.
Transcend Capital Advisors first reported a position in Evergy in Q3 2021 and has held it in 15 quarters since.
Transcend Capital Advisors's Evergy position peaked at $556K in Q1 2025.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.