Vanguard Personalized Indexing Management
EVRG icon

Vanguard Personalized Indexing Management’s Evergy EVRG Stock Holding History

Vanguard Personalized Indexing Management’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 		$4.77M Buy
55,202
+1,165
+2% +$96.5K 0.04% 372
2026
Q1 		$4.43M Buy
54,037
+156
+0.3% +$12.3K 0.04% 349
2025
Q4 		$3.91M Sell
53,881
-2,004
-4% -$152K 0.04% 379
2025
Q3 		$4.25M Buy
55,885
+2,822
+5% +$201K 0.04% 357
2025
Q2 		$3.66M Buy
53,063
+2,841
+6% +$191K 0.04% 372
2025
Q1 		$3.46M Buy
50,222
+1,514
+3% +$99.1K 0.05% 328
2024
Q4 		$3M Buy
48,708
+7,079
+17% +$438K 0.05% 347
2024
Q3 		$2.58M Buy
41,629
+7,578
+22% +$441K 0.04% 385
2024
Q2 		$1.79M Buy
34,051
+7,484
+28% +$398K 0.03% 438
2024
Q1 		$1.42M Buy
26,567
+3,457
+15% +$177K 0.03% 497
2023
Q4 		$1.21M Buy
23,110
+6,593
+40% +$332K 0.03% 537
2023
Q3 		$837K Sell
16,517
-824
-5% -$46.8K 0.03% 652
2023
Q2 		$1.01M Buy
17,341
+5,362
+45% +$324K 0.03% 560
2023
Q1 		$732K Buy
11,979
+3,380
+39% +$206K 0.03% 686
2022
Q4 		$541K Sell
8,599
-2,377
-22% -$143K 0.02% 775
2022
Q3 		$652K Buy
10,976
+2,110
+24% +$142K 0.03% 674
2022
Q2 		$579K Buy
8,866
+894
+11% +$60.6K 0.03% 747
2022
Q1 		$545K Buy
7,972
+126
+2% +$8.13K 0.03% 797
2021
Q4 		$538K Buy
7,846
+1,315
+20% +$85.5K 0.03% 677
2021
Q3 		$406K Buy
6,531
+346
+6% +$22.7K 0.04% 622
2021
Q2 		$374K Buy
6,185
+1,789
+41% +$112K 0.04% 631
2021
Q1 		$262K Buy
+4,396
New +$243K 0.04% 557
2020
Q2 		– Sell
-7,204
Closed -$397K – 364
2020
Q1 		$397K Buy
+7,204
New +$473K 0.23% 120

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

Vanguard Personalized Indexing Management's EVRG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Evergy (EVRG) stake by 2.2% in Q2 2026, buying an estimated $96.5K and bringing the position to 55,202 shares worth $4.77M. The position accounts for 0.04% of the portfolio, ranked #372.

Vanguard Personalized Indexing Management first reported a position in EVRG in Q1 2020 and has held it in 23 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 55,202 shares of Evergy worth $4.77M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,165 Evergy shares in Q2 2026, an estimated $96.5K.
  • Evergy made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #372 holding.
  • Vanguard Personalized Indexing Management first reported a position in Evergy in Q1 2020 and has held it in 23 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.