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Wealth Alliance Advisory Group’s Evergy EVRG Stock Holding History

Wealth Alliance Advisory Group’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 		$268K Hold
3,097
– – 0.04% 169
2026
Q1 		$254K Sell
3,097
-326
-10% -$25.8K 0.04% 173
2025
Q4 		$248K Buy
3,423
+328
+11% +$24.9K 0.04% 171
2025
Q3 		$235K Buy
3,095
+10
+0.3% +$713 0.04% 171
2025
Q2 		$213K Buy
+3,085
New +$207K 0.04% 178
2022
Q3 		– Sell
-3,483
Closed -$227K – 160
2022
Q2 		$227K Sell
3,483
-99
-3% -$6.71K 0.11% 124
2022
Q1 		$245K Sell
3,582
-3,639
-50% -$235K 0.11% 128
2021
Q4 		$495K Sell
7,221
-115
-2% -$7.48K 0.22% 78
2021
Q3 		$456K Buy
7,336
+542
+8% +$35.5K 0.22% 74
2021
Q2 		$411K Hold
6,794
– – 0.2% 83
2021
Q1 		$404K Sell
6,794
-470
-6% -$26K 0.21% 81
2020
Q4 		$403K Sell
7,264
-158
-2% -$8.67K 0.22% 75
2020
Q3 		$377K Sell
7,422
-816
-10% -$45.6K 0.22% 72
2020
Q2 		$488K Buy
8,238
+100
+1% +$5.92K 0.3% 56
2020
Q1 		$448K Sell
8,138
-637
-7% -$41.9K 0.35% 54
2019
Q4 		$571K Sell
8,775
-180
-2% -$11.5K 0.33% 51
2019
Q3 		$573K Sell
8,955
-2,624
-23% -$166K 0.36% 50
2019
Q2 		$706K Sell
11,579
-1,200
-9% -$70.2K 0.44% 44
2019
Q1 		$736K Sell
12,779
-150
-1% -$8.54K 0.47% 41
2018
Q4 		$734K Hold
12,929
– – 0.55% 37
2018
Q3 		$710K Hold
12,929
– – 0.36% 53
2018
Q2 		$726K Buy
+12,929
New +$692K 0.4% 49

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

Wealth Alliance Advisory Group's EVRG Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Evergy (EVRG) position steady in Q2 2026 at 3,097 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #169.

Wealth Alliance Advisory Group first reported a position in EVRG in Q2 2018 and has held it in 22 quarters since. The position peaked at $736K in Q1 2019. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Wealth Alliance Advisory Group held 3,097 shares of Evergy worth $268K as of Q2 2026.
  • Wealth Alliance Advisory Group left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #169 holding.
  • Wealth Alliance Advisory Group first reported a position in Evergy in Q2 2018 and has held it in 22 quarters since.
  • Wealth Alliance Advisory Group's Evergy position peaked at $736K in Q1 2019.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.