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WestEnd Advisors’s Evergy EVRG Stock Holding History

WestEnd Advisors’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 		$864 Hold
10
– – ﹤0.01% 294
2026
Q1 		$819 Hold
10
– – ﹤0.01% 261
2025
Q4 		$725 Hold
10
– – ﹤0.01% 277
2025
Q3 		$760 Buy
+10
New +$713 ﹤0.01% 266
2024
Q4 		– Sell
-3
Closed -$186 – 372
2024
Q3 		$186 Hold
3
– – ﹤0.01% 294
2024
Q2 		$159 Sell
3
-1
-25% -$53 ﹤0.01% 282
2024
Q1 		$214 Buy
4
+1
+33% +$51 ﹤0.01% 242
2023
Q4 		$157 Sell
3
-3
-50% -$151 ﹤0.01% 251
2023
Q3 		$304 Buy
+6
New +$341 ﹤0.01% 193
2023
Q1 		– Sell
-5
Closed -$304 – 199
2022
Q4 		$315 Buy
5
+1
+25% +$60 ﹤0.01% 189
2022
Q3 		$0 Buy
4
+1
+33% +$67 ﹤0.01% 202
2022
Q2 		$195 Buy
+3
New +$203 ﹤0.01% 221

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

WestEnd Advisors's EVRG Position: Q2 2026 in Review

WestEnd Advisors held its Evergy (EVRG) position steady in Q2 2026 at 10 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #294.

WestEnd Advisors first reported a position in EVRG in Q2 2022 and has held it in 12 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • WestEnd Advisors held 10 shares of Evergy worth $864 as of Q2 2026.
  • WestEnd Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #294 holding.
  • WestEnd Advisors first reported a position in Evergy in Q2 2022 and has held it in 12 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.