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True Wealth Design’s Evergy EVRG Stock Holding History

True Wealth Design’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 		$58.3K Buy
675
+79
+13% +$6.54K 0.01% 431
2026
Q1 		$48.8K Buy
596
+50
+9% +$3.95K 0.01% 411
2025
Q4 		$39.6K Sell
546
-2
-0.4% -$152 0.01% 402
2025
Q3 		$41.7K Buy
548
+68
+14% +$4.85K 0.01% 369
2025
Q2 		$33.1K Buy
480
+22
+5% +$1.48K 0.01% 272
2025
Q1 		$31.6K Buy
458
+101
+28% +$6.61K 0.01% 267
2024
Q4 		$22K Buy
357
+6
+2% +$371 0.01% 310
2024
Q3 		$21.8K Buy
351
+342
+3,800% +$19.9K 0.01% 313
2024
Q2 		$477 Buy
9
+1
+13% +$53 ﹤0.01% 657
2024
Q1 		$428 Buy
8
+3
+60% +$153 ﹤0.01% 653
2023
Q4 		$261 Hold
5
– – ﹤0.01% 637
2023
Q3 		$254 Hold
5
– – ﹤0.01% 598
2023
Q2 		$293 Hold
5
– – ﹤0.01% 587
2023
Q1 		$306 Sell
5
-1
-17% -$61 ﹤0.01% 653
2022
Q4 		$378 Buy
+6
New +$360 ﹤0.01% 530

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

True Wealth Design's EVRG Position: Q2 2026 in Review

True Wealth Design increased its Evergy (EVRG) stake by 13% in Q2 2026, buying an estimated $6.54K and bringing the position to 675 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #431.

True Wealth Design first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • True Wealth Design held 675 shares of Evergy worth $58.3K as of Q2 2026.
  • True Wealth Design bought 79 Evergy shares in Q2 2026, an estimated $6.54K.
  • Evergy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #431 holding.
  • True Wealth Design first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.