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WCG Wealth Advisors’s Evergy EVRG Stock Holding History

WCG Wealth 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 		$1.03M Sell
11,923
-148
-1% -$12.3K 0.02% 405
2026
Q1 		$989K Buy
12,071
+12
+0.1% +$948 0.03% 381
2025
Q4 		$874K Buy
12,059
+106
+0.9% +$8.04K 0.02% 374
2025
Q3 		$909K Buy
11,953
+653
+6% +$46.5K 0.06% 244
2025
Q2 		$779K Buy
+11,300
New +$759K 0.05% 253
2025
Q1 		– Sell
-12,071
Closed -$743K – 302
2024
Q4 		$743K Sell
12,071
-42,625
-78% -$2.64M 0.05% 236
2024
Q3 		$3.39M Sell
54,696
-1,040
-2% -$60.5K 0.23% 109
2024
Q2 		$2.95M Buy
55,736
+1,417
+3% +$75.4K 0.22% 103
2024
Q1 		$2.9M Sell
54,319
-5,515
-9% -$282K 0.24% 94
2023
Q4 		$3.12M Buy
59,834
+1,763
+3% +$88.7K 0.23% 96
2023
Q3 		$2.94M Buy
+58,071
New +$3.3M 0.22% 101

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

WCG Wealth Advisors's EVRG Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Evergy (EVRG) stake by 1.2% in Q2 2026, selling an estimated $12.3K and leaving 11,923 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #405.

WCG Wealth Advisors first reported a position in EVRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q3 2024. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • WCG Wealth Advisors held 11,923 shares of Evergy worth $1.03M as of Q2 2026.
  • WCG Wealth Advisors sold 148 Evergy shares in Q2 2026, an estimated $12.3K.
  • Evergy made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • WCG Wealth Advisors first reported a position in Evergy in Q3 2023 and has held it in 11 quarters since.
  • WCG Wealth Advisors's Evergy position peaked at $3.39M in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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