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Venturi Wealth Management’s Evergy EVRG Stock Holding History

Venturi Wealth 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 		$253K Sell
2,931
-702
-19% -$58.1K 0.01% 547
2026
Q1 		$298K Buy
+3,633
New +$287K 0.01% 465
2025
Q4 		– Sell
-3,673
Closed -$279K – 604
2025
Q3 		$279K Buy
3,673
+428
+13% +$30.5K 0.01% 453
2025
Q2 		$224K Sell
3,245
-484
-13% -$32.5K 0.01% 499
2025
Q1 		$257K Buy
3,729
+501
+16% +$32.8K 0.01% 480
2024
Q4 		$199K Buy
3,228
+1,842
+133% +$114K 0.01% 546
2024
Q3 		$85.9K Buy
1,386
+966
+230% +$56.2K ﹤0.01% 610
2024
Q2 		$22.2K Buy
420
+269
+178% +$14.3K ﹤0.01% 913
2024
Q1 		$8.06K Buy
151
+62
+70% +$3.17K ﹤0.01% 977
2023
Q4 		$4.65K Buy
+89
New +$4.48K ﹤0.01% 1040
2023
Q3 		– Sell
-1
Closed -$59 – 1339
2023
Q2 		$59 Buy
+1
New +$60 ﹤0.01% 1154

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

Venturi Wealth Management's EVRG Position: Q2 2026 in Review

Venturi Wealth Management reduced its Evergy (EVRG) stake by 19% in Q2 2026, selling an estimated $58.1K and leaving 2,931 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #547.

Venturi Wealth Management first reported a position in EVRG in Q2 2023 and has held it in 11 quarters since. The position peaked at $298K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Venturi Wealth Management held 2,931 shares of Evergy worth $253K as of Q2 2026.
  • Venturi Wealth Management sold 702 Evergy shares in Q2 2026, an estimated $58.1K.
  • Evergy made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Venturi Wealth Management first reported a position in Evergy in Q2 2023 and has held it in 11 quarters since.
  • Venturi Wealth Management's Evergy position peaked at $298K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.