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West Branch Capital’s Evergy EVRG Stock Holding History

West Branch Capital’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 		$346 Hold
4
– – ﹤0.01% 331
2026
Q1 		$328 Hold
4
– – ﹤0.01% 351
2025
Q4 		$290 Hold
4
– – ﹤0.01% 390
2025
Q3 		$305 Hold
4
– – ﹤0.01% 422
2025
Q2 		$276 Hold
4
– – ﹤0.01% 441
2025
Q1 		$276 Hold
4
– – ﹤0.01% 463
2024
Q4 		$247 Hold
4
– – ﹤0.01% 466
2024
Q3 		$249 Buy
+4
New +$233 ﹤0.01% 455

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

West Branch Capital's EVRG Position: Q2 2026 in Review

West Branch Capital held its Evergy (EVRG) position steady in Q2 2026 at 4 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #331.

West Branch Capital first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • West Branch Capital held 4 shares of Evergy worth $346 as of Q2 2026.
  • West Branch Capital left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #331 holding.
  • West Branch Capital first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.