WCA
EVRG icon

Westover Capital Advisors’s Evergy EVRG Stock Holding History

Westover Capital 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 		$242K Hold
2,800
– – 0.04% 216
2026
Q1 		$229K Hold
2,800
– – 0.04% 219
2025
Q4 		$203K Hold
2,800
– – 0.04% 228
2025
Q3 		$213K Buy
+2,800
New +$200K 0.04% 211

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

Westover Capital Advisors's EVRG Position: Q2 2026 in Review

Westover Capital Advisors held its Evergy (EVRG) position steady in Q2 2026 at 2,800 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #216.

Westover Capital Advisors first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Westover Capital Advisors held 2,800 shares of Evergy worth $242K as of Q2 2026.
  • Westover Capital Advisors left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.04% of Westover Capital Advisors's portfolio in Q2 2026, its #216 holding.
  • Westover Capital Advisors first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.