WIM
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Westside Investment Management’s Evergy EVRG Stock Holding History

Westside Investment Management’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 		$120K Hold
1,384
– – 0.02% 394
2026
Q1 		$114K Hold
1,384
– – 0.02% 385
2025
Q4 		$100K Hold
1,384
– – 0.02% 395
2025
Q3 		$105K Buy
1,384
+105
+8% +$7.48K 0.02% 387
2025
Q2 		$88.2K Buy
1,279
+105
+9% +$7.06K 0.02% 362
2025
Q1 		$80.9K Hold
1,174
– – 0.02% 338
2024
Q4 		$72.3K Hold
1,174
– – 0.02% 353
2024
Q3 		$72.8K Hold
1,174
– – 0.02% 352
2024
Q2 		$62.2K Hold
1,174
– – 0.01% 358
2024
Q1 		$62.7K Hold
1,174
– – 0.02% 351
2023
Q4 		$61.3K Hold
1,174
– – 0.02% 334
2023
Q3 		$59.5K Hold
1,174
– – 0.02% 323
2023
Q2 		$68.6K Hold
1,174
– – 0.02% 316
2023
Q1 		$71.8K Hold
1,174
– – 0.02% 312
2022
Q4 		$73 Hold
1,174
– – ﹤0.01% 385
2022
Q3 		$69 Hold
1,174
– – ﹤0.01% 387
2022
Q2 		$76 Hold
1,174
– – ﹤0.01% 374
2022
Q1 		$80 Buy
1,174
+1,159
+7,727% +$74.8K ﹤0.01% 381
2021
Q4 		$1 Hold
15
– – ﹤0.01% 751
2021
Q3 		$0 Hold
15
– – ﹤0.01% 751
2021
Q2 		$1 Hold
15
– – ﹤0.01% 718
2021
Q1 		$0 Hold
15
– – ﹤0.01% 724
2020
Q4 		$0 Hold
15
– – ﹤0.01% 654
2020
Q3 		$1 Hold
15
– – ﹤0.01% 632
2020
Q2 		$1 Hold
15
– – ﹤0.01% 616
2020
Q1 		$1 Buy
+15
New +$986 ﹤0.01% 626
2019
Q2 		$0 Buy
+15
New +$878 ﹤0.01% 658
2018
Q4 		$851 Hold
15
– – ﹤0.01% 653
2018
Q3 		$826 Hold
15
– – ﹤0.01% 705
2018
Q2 		$852 Buy
+15
New +$803 ﹤0.01% 795

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

Westside Investment Management's EVRG Position: Q2 2026 in Review

Westside Investment Management held its Evergy (EVRG) position steady in Q2 2026 at 1,384 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #394.

Westside Investment Management first reported a position in EVRG in Q2 2018 and has held it in 30 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Westside Investment Management held 1,384 shares of Evergy worth $120K as of Q2 2026.
  • Westside Investment Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #394 holding.
  • Westside Investment Management first reported a position in Evergy in Q2 2018 and has held it in 30 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.