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W.H. Reaves & Co’s Evergy EVRG Stock Holding History

W.H. Reaves & Co’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 		$871K Sell
10,078
-9
-0.1% -$745 0.01% 85
2026
Q1 		$826K Buy
10,087
+163
+2% +$12.9K 0.01% 80
2025
Q4 		$719K Hold
9,924
– – 0.01% 79
2025
Q3 		$754K Buy
+9,924
New +$707K 0.01% 75
2019
Q2 		– Sell
-41,265
Closed -$2.4M – 77
2019
Q1 		$2.4M Sell
41,265
-140,697
-77% -$8.01M 0.08% 60
2018
Q4 		$10.3M Sell
181,962
-60,898
-25% -$3.52M 0.38% 49
2018
Q3 		$13.3M Sell
242,860
-160
-0.1% -$9.05K 0.44% 52
2018
Q2 		$13.6M Buy
+243,020
New +$13M 0.46% 50

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

W.H. Reaves & Co's EVRG Position: Q2 2026 in Review

W.H. Reaves & Co reduced its Evergy (EVRG) stake by 0.09% in Q2 2026, selling an estimated $745 and leaving 10,078 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #85.

W.H. Reaves & Co first reported a position in EVRG in Q2 2018 and has held it in 8 quarters since. The position peaked at $13.6M in Q2 2018. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • W.H. Reaves & Co held 10,078 shares of Evergy worth $871K as of Q2 2026.
  • W.H. Reaves & Co sold 9 Evergy shares in Q2 2026, an estimated $745.
  • Evergy made up 0.01% of W.H. Reaves & Co's portfolio in Q2 2026, its #85 holding.
  • W.H. Reaves & Co first reported a position in Evergy in Q2 2018 and has held it in 8 quarters since.
  • W.H. Reaves & Co's Evergy position peaked at $13.6M in Q2 2018.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.