UFF
EVRG icon

USA Financial Formulas’s Evergy EVRG Stock Holding History

USA Financial Formulas’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
-12
Closed -$983 – 454
2026
Q1 		$983 Sell
12
-8,888
-100% -$702K ﹤0.01% 332
2025
Q4 		$645K Sell
8,900
-2,239
-20% -$170K 0.12% 70
2025
Q3 		$847K Buy
11,139
+640
+6% +$45.6K 0.15% 50
2025
Q2 		$724K Buy
10,499
+5,215
+99% +$350K 0.12% 76
2025
Q1 		$364K Buy
5,284
+4,094
+344% +$268K 0.06% 95
2024
Q4 		$73.2K Buy
+1,190
New +$73.6K 0.01% 215

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

USA Financial Formulas's EVRG Position: Q2 2026 in Review

USA Financial Formulas sold out of Evergy (EVRG) in Q2 2026, closing a stake of 12 shares — an estimated $983 sold.

USA Financial Formulas first reported a position in EVRG in Q4 2024 and held it in 6 quarters. The position peaked at $847K in Q3 2025. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • USA Financial Formulas reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 12 Evergy shares in Q2 2026, an estimated $983.
  • USA Financial Formulas first reported a position in Evergy in Q4 2024 and held it in 6 quarters.
  • USA Financial Formulas's Evergy position peaked at $847K in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.