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Turning Point Benefit Group’s Evergy EVRG Stock Holding History

Turning Point Benefit Group’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 		$1.12M Buy
12,961
+1,270
+11% +$105K 0.48% 46
2026
Q1 		$961K Sell
11,691
-247
-2% -$19.5K 0.61% 38
2025
Q4 		$865K Buy
11,938
+992
+9% +$75.3K 0.45% 40
2025
Q3 		$834K Buy
10,946
+1,333
+14% +$95K 0.5% 41
2025
Q2 		$663K Buy
9,613
+493
+5% +$33.1K 0.5% 41
2025
Q1 		$587K Buy
9,120
+1,135
+14% +$74.3K 0.55% 24
2024
Q4 		$484K Buy
+7,985
New +$494K 0.46% 30

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

Turning Point Benefit Group's EVRG Position: Q2 2026 in Review

Turning Point Benefit Group increased its Evergy (EVRG) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 12,961 shares worth $1.12M. The position accounts for 0.48% of the portfolio, ranked #46.

Turning Point Benefit Group first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Turning Point Benefit Group held 12,961 shares of Evergy worth $1.12M as of Q2 2026.
  • Turning Point Benefit Group bought 1,270 Evergy shares in Q2 2026, an estimated $105K.
  • Evergy made up 0.48% of Turning Point Benefit Group's portfolio in Q2 2026, its #46 holding.
  • Turning Point Benefit Group first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.