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Vestmark Advisory Solutions’s Evergy EVRG Stock Holding History

Vestmark Advisory Solutions’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 		$2.55M Buy
29,476
+8,031
+37% +$665K 0.02% 604
2026
Q1 		$1.76M Buy
21,445
+10,098
+89% +$798K 0.02% 676
2025
Q4 		$823K Buy
11,347
+2,697
+31% +$205K 0.01% 861
2025
Q3 		$658K Buy
+8,650
New +$616K 0.01% 630

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

Vestmark Advisory Solutions's EVRG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Evergy (EVRG) stake by 37% in Q2 2026, buying an estimated $665K and bringing the position to 29,476 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #604.

Vestmark Advisory Solutions first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Vestmark Advisory Solutions held 29,476 shares of Evergy worth $2.55M as of Q2 2026.
  • Vestmark Advisory Solutions bought 8,031 Evergy shares in Q2 2026, an estimated $665K.
  • Evergy made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #604 holding.
  • Vestmark Advisory Solutions first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.