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Vise Technologies’s Evergy EVRG Stock Holding History

Vise Technologies’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 		$1.38M Buy
15,956
+4,832
+43% +$400K 0.02% 657
2026
Q1 		$806K Hold
11,124
– – 0.02% 664
2025
Q4 		$806K Buy
11,124
+2,699
+32% +$205K 0.02% 669
2025
Q3 		$640K Buy
8,425
+1,698
+25% +$121K 0.02% 564
2025
Q2 		$464K Buy
+6,727
New +$452K 0.02% 676

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's EVRG Position: Q2 2026 in Review

Vise Technologies increased its Evergy (EVRG) stake by 43% in Q2 2026, buying an estimated $400K and bringing the position to 15,956 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #657.

Vise Technologies first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Vise Technologies held 15,956 shares of Evergy worth $1.38M as of Q2 2026.
  • Vise Technologies bought 4,832 Evergy shares in Q2 2026, an estimated $400K.
  • Evergy made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #657 holding.
  • Vise Technologies first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.