Valley National Advisers’s Evergy EVRG Stock Holding History

Valley National Advisers’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	$26K	Hold	301	–	–	﹤0.01%	487
2026 Q1	$24K	Sell	301 -3	-1%	-$237	﹤0.01%	480
2025 Q4	$22K	Hold	304	–	–	﹤0.01%	494
2025 Q3	$23K	Buy	304 +3	+1%	+$214	﹤0.01%	459
2025 Q2	$20K	Sell	301 -2	-0.7%	-$134	﹤0.01%	481
2025 Q1	$20K	Buy	303 +4	+1%	+$262	﹤0.01%	484
2024 Q4	$18K	Hold	299	–	–	﹤0.01%	461
2024 Q3	$18K	Sell	299 -205	-41%	-$11.9K	﹤0.01%	456
2024 Q2	$26K	Sell	504 -13	-3%	-$692	﹤0.01%	472
2024 Q1	$27K	Buy	517 +78	+18%	+$3.99K	﹤0.01%	484
2023 Q4	$22K	Buy	439 +5	+1%	+$252	﹤0.01%	523
2023 Q3	$22K	Buy	434 +135	+45%	+$7.66K	﹤0.01%	488
2023 Q2	$18K	Hold	299	–	–	﹤0.01%	520
2023 Q1	$19K	Hold	299	–	–	﹤0.01%	509
2022 Q4	$19K	Hold	299	–	–	﹤0.01%	494
2022 Q3	$18K	Hold	299	–	–	﹤0.01%	509
2022 Q2	$19K	Hold	299	–	–	﹤0.01%	490
2022 Q1	$20K	Buy	+299	New	+$19.3K	﹤0.01%	507
2021 Q1	–	Sell	-16	Closed	-$1K	–	863
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	738
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	699
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	709
2020 Q1	$1K	Buy	16 +6	+60%	+$394	﹤0.01%	693
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	712
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	716
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	686
2019 Q1	$1K	Sell	10 -35	-78%	-$1.99K	﹤0.01%	684
2018 Q4	$3K	Buy	45 +35	+350%	+$2.02K	﹤0.01%	586
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	630
2018 Q2	$1K	Buy	+10	New	+$536	﹤0.01%	609

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Valley National Advisers's EVRG Position: Q2 2026 in Review

Valley National Advisers held its Evergy (EVRG) position steady in Q2 2026 at 301 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Valley National Advisers first reported a position in EVRG in Q2 2018 and has held it in 29 quarters since. The position peaked at $27K in Q1 2024. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Valley National Advisers held 301 shares of Evergy worth $26K as of Q2 2026.
Valley National Advisers left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #487 holding.
Valley National Advisers first reported a position in Evergy in Q2 2018 and has held it in 29 quarters since.
Valley National Advisers's Evergy position peaked at $27K in Q1 2024.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.