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Whipplewood Advisors’s Evergy EVRG Stock Holding History

Whipplewood 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 		– Sell
-18
Closed -$1.48K – 793
2026
Q1 		$1.48K Buy
+18
New +$1.42K ﹤0.01% 826
2025
Q3 		– Sell
-18
Closed -$1.24K – 594
2025
Q2 		$1.24K Sell
18
-9
-33% -$605 ﹤0.01% 975
2025
Q1 		$1.24K Buy
27
+9
+50% +$589 ﹤0.01% 985
2024
Q4 		$1.11K Buy
+18
New +$1.11K ﹤0.01% 1005

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

Whipplewood Advisors's EVRG Position: Q2 2026 in Review

Whipplewood Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 18 shares — an estimated $1.48K sold.

Whipplewood Advisors first reported a position in EVRG in Q4 2024 and held it in 4 quarters. The position peaked at $1.48K in Q1 2026. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Whipplewood Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 18 Evergy shares in Q2 2026, an estimated $1.48K.
  • Whipplewood Advisors first reported a position in Evergy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Evergy position peaked at $1.48K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.