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Triad Wealth Partners’s Evergy EVRG Stock Holding History

Triad Wealth Partners’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 		$378K Buy
4,537
+88
+2% +$7.29K 0.02% 392
2026
Q1 		$364K Sell
4,449
-150
-3% -$11.9K 0.03% 352
2025
Q4 		$333K Buy
4,599
+184
+4% +$14K 0.03% 358
2025
Q3 		$336K Buy
4,415
+26
+0.6% +$1.85K 0.04% 261
2025
Q2 		$303K Buy
4,389
+159
+4% +$10.7K 0.06% 216
2025
Q1 		$292K Sell
4,230
-102
-2% -$6.67K 0.09% 164
2024
Q4 		$267K Buy
+4,332
New +$268K 0.1% 151
2024
Q3 		– Sell
-163
Closed -$8.63K – 316
2024
Q2 		$8.63K Buy
+163
New +$8.67K ﹤0.01% 473

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

Triad Wealth Partners's EVRG Position: Q2 2026 in Review

Triad Wealth Partners increased its Evergy (EVRG) stake by 2% in Q2 2026, buying an estimated $7.29K and bringing the position to 4,537 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #392.

Triad Wealth Partners first reported a position in EVRG in Q2 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Triad Wealth Partners held 4,537 shares of Evergy worth $378K as of Q2 2026.
  • Triad Wealth Partners bought 88 Evergy shares in Q2 2026, an estimated $7.29K.
  • Evergy made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #392 holding.
  • Triad Wealth Partners first reported a position in Evergy in Q2 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.