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WealthCollab’s Evergy EVRG Stock Holding History

WealthCollab’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 		$26.3K Hold
304
– – 0.01% 351
2026
Q1 		$24.9K Hold
304
– – 0.01% 324
2025
Q4 		$22K Hold
304
– – 0.01% 369
2025
Q3 		$23.1K Hold
304
– – 0.01% 328
2025
Q2 		$21K Hold
304
– – 0.01% 324
2025
Q1 		$21K Buy
304
+85
+39% +$5.56K 0.01% 311
2024
Q4 		$13.5K Buy
219
+16
+8% +$989 0.01% 396
2024
Q3 		$12.6K Hold
203
– – 0.01% 413
2024
Q2 		$10.8K Sell
203
-33
-14% -$1.76K 0.01% 421
2024
Q1 		$12.6K Hold
236
– – 0.01% 391
2023
Q4 		$12.3K Buy
+236
New +$11.9K 0.01% 366

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

WealthCollab's EVRG Position: Q2 2026 in Review

WealthCollab held its Evergy (EVRG) position steady in Q2 2026 at 304 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #351.

WealthCollab first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • WealthCollab held 304 shares of Evergy worth $26.3K as of Q2 2026.
  • WealthCollab left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of WealthCollab's portfolio in Q2 2026, its #351 holding.
  • WealthCollab first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.