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Wedbush Securities’s Evergy EVRG Stock Holding History

Wedbush Securities’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 		$402K Sell
4,650
-428
-8% -$35.4K 0.01% 807
2026
Q1 		$416K Buy
5,078
+1,340
+36% +$106K 0.01% 745
2025
Q4 		$271K Buy
+3,738
New +$284K 0.01% 941

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

Wedbush Securities's EVRG Position: Q2 2026 in Review

Wedbush Securities reduced its Evergy (EVRG) stake by 8.4% in Q2 2026, selling an estimated $35.4K and leaving 4,650 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #807.

Wedbush Securities first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $416K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Wedbush Securities held 4,650 shares of Evergy worth $402K as of Q2 2026.
  • Wedbush Securities sold 428 Evergy shares in Q2 2026, an estimated $35.4K.
  • Evergy made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #807 holding.
  • Wedbush Securities first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Wedbush Securities's Evergy position peaked at $416K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.