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Waverly Advisors’s Evergy EVRG Stock Holding History

Waverly Advisors’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 		$465K Sell
5,382
-224
-4% -$18.5K ﹤0.01% 1212
2026
Q1 		$459K Sell
5,606
-91
-2% -$7.19K ﹤0.01% 1121
2025
Q4 		$413K Buy
+5,697
New +$432K ﹤0.01% 1079
2024
Q2 		– Sell
-6,928
Closed -$370K – 808
2024
Q1 		$370K Buy
+6,928
New +$354K 0.01% 529

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

Waverly Advisors's EVRG Position: Q2 2026 in Review

Waverly Advisors reduced its Evergy (EVRG) stake by 4% in Q2 2026, selling an estimated $18.5K and leaving 5,382 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Waverly Advisors first reported a position in EVRG in Q1 2024 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Waverly Advisors held 5,382 shares of Evergy worth $465K as of Q2 2026.
  • Waverly Advisors sold 224 Evergy shares in Q2 2026, an estimated $18.5K.
  • Evergy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1212 holding.
  • Waverly Advisors first reported a position in Evergy in Q1 2024 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.