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True Link Financial Advisors’s Evergy EVRG Stock Holding History

True Link 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 		– Sell
-590
Closed -$48.3K – 204
2026
Q1 		$48.3K Buy
+590
New +$46.6K ﹤0.01% 216
2021
Q1 		– Sell
-200
Closed -$11K – 696
2020
Q4 		$11K Buy
+200
New +$11K ﹤0.01% 634

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

True Link Financial Advisors's EVRG Position: Q2 2026 in Review

True Link Financial Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 590 shares — an estimated $48.3K sold.

True Link Financial Advisors first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $48.3K in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • True Link Financial Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 590 Evergy shares in Q2 2026, an estimated $48.3K.
  • True Link Financial Advisors first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's Evergy position peaked at $48.3K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.