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Twin Peaks Wealth Advisors’s Evergy EVRG Stock Holding History

Twin Peaks Wealth 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
Q1 		$10.7K Buy
+131
New +$10.4K ﹤0.01% 1028
2025
Q3 		– Sell
-81
Closed -$5.88K – 783
2025
Q2 		$5.88K Buy
+81
New +$5.44K ﹤0.01% 1226

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Twin Peaks Wealth Advisors's EVRG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Evergy (EVRG) in Q1 2026: 131 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EVRG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EVRG in Q2 2025 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 131 shares of Evergy worth $10.7K as of Q1 2026.
  • Evergy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Evergy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1028 holding.
  • Twin Peaks Wealth Advisors first reported a position in Evergy in Q2 2025 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.