Wealth Enhancement Advisory Services
EVRG icon

Wealth Enhancement Advisory Services’s Evergy EVRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.64M Buy
42,447
+7,175
+20% +$594K 0.01% 1205
2026
Q1 		$2.92M Sell
35,272
-7,246
-17% -$573K 0.01% 1195
2025
Q4 		$3.11M Buy
42,518
+1,642
+4% +$125K ﹤0.01% 1267
2025
Q3 		$3.18M Buy
40,876
+602
+1% +$42.9K ﹤0.01% 1183
2025
Q2 		$2.83M Buy
40,274
+4,011
+11% +$270K ﹤0.01% 1187
2025
Q1 		$2.5M Buy
36,263
+3,014
+9% +$197K ﹤0.01% 1137
2024
Q4 		$2.05M Buy
33,249
+8,385
+34% +$519K ﹤0.01% 1178
2024
Q3 		$1.54M Buy
24,864
+4,920
+25% +$286K ﹤0.01% 1183
2024
Q2 		$1.06M Buy
19,944
+3,550
+22% +$189K ﹤0.01% 1256
2024
Q1 		$875K Buy
16,394
+1,649
+11% +$84.3K ﹤0.01% 1300
2023
Q4 		$770K Buy
14,745
+2,308
+19% +$116K ﹤0.01% 1269
2023
Q3 		$631K Buy
+12,437
New +$706K ﹤0.01% 1295
2021
Q3 		– Sell
-17,419
Closed -$1.1M – 304
2021
Q2 		$1.1M Buy
+17,419
New +$1.09M 0.02% 193

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 Enhancement Advisory Services's EVRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Evergy (EVRG) stake by 20% in Q2 2026, buying an estimated $594K and bringing the position to 42,447 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1205.

Wealth Enhancement Advisory Services first reported a position in EVRG in Q2 2021 and has held it in 13 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,447 shares of Evergy worth $3.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,175 Evergy shares in Q2 2026, an estimated $594K.
  • Evergy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1205 holding.
  • Wealth Enhancement Advisory Services first reported a position in Evergy in Q2 2021 and has held it in 13 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.