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Valeo Financial Advisors’s Evergy EVRG Stock Holding History

Valeo 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 		$380K Buy
4,398
+1,880
+75% +$156K 0.01% 536
2026
Q1 		$206K Sell
2,518
-1,613
-39% -$127K ﹤0.01% 679
2025
Q4 		$299K Sell
4,131
-860
-17% -$65.2K 0.01% 625
2025
Q3 		$379K Sell
4,991
-16
-0.3% -$1.14K 0.01% 530
2025
Q2 		$345K Buy
5,007
+593
+13% +$39.9K 0.01% 534
2025
Q1 		$304K Buy
4,414
+126
+3% +$8.25K 0.01% 530
2024
Q4 		$264K Buy
4,288
+2
+0% +$124 0.01% 585
2024
Q3 		$266K Sell
4,286
-10
-0.2% -$582 0.01% 566
2024
Q2 		$228K Buy
4,296
+98
+2% +$5.21K 0.01% 574
2024
Q1 		$220K Buy
+4,198
New +$215K 0.01% 586
2023
Q4 		– Sell
-4,870
Closed -$247K – 682
2023
Q3 		$247K Buy
+4,870
New +$276K 0.01% 511
2021
Q2 		– Sell
-649
Closed -$39K – 919
2021
Q1 		$39K Buy
649
+31
+5% +$1.72K ﹤0.01% 961
2020
Q4 		$34K Sell
618
-61
-9% -$3.35K ﹤0.01% 899
2020
Q3 		$35K Buy
679
+38
+6% +$2.12K ﹤0.01% 763
2020
Q2 		$38K Buy
641
+441
+221% +$26.1K ﹤0.01% 825
2020
Q1 		$13K Hold
200
– – ﹤0.01% 1001
2019
Q4 		$13K Hold
200
– – ﹤0.01% 1024
2019
Q3 		$13K Hold
200
– – ﹤0.01% 960
2019
Q2 		$12K Sell
200
-11
-5% -$644 ﹤0.01% 971
2019
Q1 		$12K Sell
211
-47
-18% -$2.67K ﹤0.01% 919
2018
Q4 		$15K Hold
258
– – ﹤0.01% 781
2018
Q3 		$14K Sell
258
-38
-13% -$2.15K ﹤0.01% 869
2018
Q2 		$17K Buy
+296
New +$15.9K ﹤0.01% 805

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

Valeo Financial Advisors's EVRG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Evergy (EVRG) stake by 75% in Q2 2026, buying an estimated $156K and bringing the position to 4,398 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #536.

Valeo Financial Advisors first reported a position in EVRG in Q2 2018 and has held it in 23 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Valeo Financial Advisors held 4,398 shares of Evergy worth $380K as of Q2 2026.
  • Valeo Financial Advisors bought 1,880 Evergy shares in Q2 2026, an estimated $156K.
  • Evergy made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #536 holding.
  • Valeo Financial Advisors first reported a position in Evergy in Q2 2018 and has held it in 23 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.