Waterfront Wealth’s Evergy EVRG Stock Holding History

Waterfront Wealth’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	$520K	Hold	6,067	–	–	0.08%	213
2026 Q1	$497K	Hold	6,067	–	–	0.09%	204
2025 Q4	$464K	Hold	6,067	–	–	0.09%	201
2025 Q3	$479K	Hold	6,067	–	–	0.1%	192
2025 Q2	$418K	Buy	6,067 +26	+0.4%	+$1.75K	0.09%	202
2025 Q1	$417K	Hold	6,041	–	–	0.1%	192
2024 Q4	$372K	Hold	6,041	–	–	0.09%	204
2024 Q3	$364K	Hold	6,041	–	–	0.09%	200
2024 Q2	$320K	Sell	6,041 -400	-6%	-$21.3K	0.09%	195
2024 Q1	$338K	Hold	6,441	–	–	0.09%	189
2023 Q4	$336K	Hold	6,441	–	–	0.1%	187
2023 Q3	$313K	Hold	6,441	–	–	0.1%	189
2023 Q2	$394K	Hold	6,441	–	–	0.12%	179
2023 Q1	$394K	Hold	6,441	–	–	0.13%	176
2022 Q4	$398K	Hold	6,441	–	–	0.14%	180
2022 Q3	$389K	Hold	6,441	–	–	0.15%	170
2022 Q2	$420K	Hold	6,441	–	–	0.17%	158
2022 Q1	$457K	Hold	6,441	–	–	0.16%	141
2021 Q4	$442K	Hold	6,441	–	–	0.18%	129
2021 Q3	$401K	Hold	6,441	–	–	0.19%	111
2021 Q2	$389K	Hold	6,441	–	–	0.18%	115
2021 Q1	$386K	Hold	6,441	–	–	0.19%	115
2020 Q4	$358K	Buy	+6,441	New	+$353K	0.25%	89

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

Waterfront Wealth's EVRG Position: Q2 2026 in Review

Waterfront Wealth held its Evergy (EVRG) position steady in Q2 2026 at 6,067 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #213.

Waterfront Wealth first reported a position in EVRG in Q4 2020 and has held it in 23 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Waterfront Wealth held 6,067 shares of Evergy worth $520K as of Q2 2026.
Waterfront Wealth left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.08% of Waterfront Wealth's portfolio in Q2 2026, its #213 holding.
Waterfront Wealth first reported a position in Evergy in Q4 2020 and has held it in 23 quarters since.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.