Walker Asset Management’s Evergy EVRG Stock Holding History

Walker Asset 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	$395K	Sell	4,576 -22	-0.5%	-$1.82K	0.2%	98
2026 Q1	$377K	Buy	4,598 +64	+1%	+$5.06K	0.2%	97
2025 Q4	$329K	Buy	4,534 +34	+0.8%	+$2.58K	0.18%	102
2025 Q3	$342K	Buy	4,500 +32	+0.7%	+$2.28K	0.19%	99
2025 Q2	$308K	Buy	4,468 +35	+0.8%	+$2.35K	0.18%	99
2025 Q1	$306K	Buy	4,433 +35	+0.8%	+$2.29K	0.19%	96
2024 Q4	$271K	Buy	4,398 +37	+0.8%	+$2.29K	0.17%	108
2024 Q3	$270K	Buy	4,361 +36	+0.8%	+$2.1K	0.17%	108
2024 Q2	$229K	Sell	4,325 -80	-2%	-$4.26K	0.15%	118
2024 Q1	$235K	Buy	4,405 +43	+1%	+$2.2K	0.16%	118
2023 Q4	$228K	Buy	+4,362	New	+$220K	0.16%	119

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Walker Asset Management's EVRG Position: Q2 2026 in Review

Walker Asset Management reduced its Evergy (EVRG) stake by 0.48% in Q2 2026, selling an estimated $1.82K and leaving 4,576 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #98.

Walker Asset Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Walker Asset Management held 4,576 shares of Evergy worth $395K as of Q2 2026.
Walker Asset Management sold 22 Evergy shares in Q2 2026, an estimated $1.82K.
Evergy made up 0.2% of Walker Asset Management's portfolio in Q2 2026, its #98 holding.
Walker Asset Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.