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World Investment Advisors’s Evergy EVRG Stock Holding History

World Investment 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 		$504K Sell
6,090
-1,888
-24% -$156K 0.01% 960
2026
Q1 		$654K Sell
7,978
-1,128
-12% -$89.1K 0.01% 869
2025
Q4 		$660K Buy
9,106
+3,824
+72% +$290K 0.01% 828
2025
Q3 		$402K Sell
5,282
-888
-14% -$63.3K 0.01% 880
2025
Q2 		$425K Buy
6,170
+362
+6% +$24.3K 0.01% 791
2025
Q1 		$400K Sell
5,808
-41
-0.7% -$2.68K 0.01% 765
2024
Q4 		$360K Buy
5,849
+134
+2% +$8.29K 0.01% 759
2024
Q3 		$354K Buy
5,715
+212
+4% +$12.3K 0.01% 679
2024
Q2 		$291K Buy
+5,503
New +$293K 0.02% 505
2023
Q2 		– Sell
-3,449
Closed -$211K – 265
2023
Q1 		$211K Hold
3,449
– – 0.04% 221
2022
Q4 		$217K Sell
3,449
-109
-3% -$6.55K 0.05% 216
2022
Q3 		$211K Hold
3,558
– – 0.05% 225
2022
Q2 		$243K Hold
3,558
– – 0.05% 223
2022
Q1 		$243K Hold
3,558
– – 0.05% 227
2021
Q4 		$225K Hold
3,558
– – 0.05% 241
2021
Q3 		$221K Hold
3,558
– – 0.05% 228
2021
Q2 		$215K Buy
3,558
+28
+0.8% +$1.75K 0.05% 230
2021
Q1 		$222K Buy
+3,530
New +$195K 0.05% 208
2020
Q1 		– Sell
-3,270
Closed -$213K – 148
2019
Q4 		$213K Buy
3,270
+26
+0.8% +$1.66K 0.08% 146
2019
Q3 		$216K Sell
3,244
-168
-5% -$10.6K 0.09% 134
2019
Q2 		$206K Buy
+3,412
New +$200K 0.09% 128
2019
Q1 		– Sell
-3,756
Closed -$214K – 134
2018
Q4 		$214K Buy
+3,756
New +$217K 0.1% 137

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

World Investment Advisors's EVRG Position: Q2 2026 in Review

World Investment Advisors reduced its Evergy (EVRG) stake by 24% in Q2 2026, selling an estimated $156K and leaving 6,090 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #960.

World Investment Advisors first reported a position in EVRG in Q4 2018 and has held it in 22 quarters since. The position peaked at $660K in Q4 2025. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • World Investment Advisors held 6,090 shares of Evergy worth $504K as of Q2 2026.
  • World Investment Advisors sold 1,888 Evergy shares in Q2 2026, an estimated $156K.
  • Evergy made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #960 holding.
  • World Investment Advisors first reported a position in Evergy in Q4 2018 and has held it in 22 quarters since.
  • World Investment Advisors's Evergy position peaked at $660K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.