AGF Management’s Evergy EVRG Stock Holding History

AGF 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	$529K	Buy	+6,121	New	+$507K	﹤0.01%	615
2025 Q4	–	Sell	-7,438	Closed	-$565K	–	662
2025 Q3	$565K	Sell	7,438 -1,968	-21%	-$140K	﹤0.01%	596
2025 Q2	$648K	Sell	9,406 -145	-2%	-$9.74K	﹤0.01%	571
2025 Q1	$659K	Buy	+9,551	New	+$625K	﹤0.01%	571
2024 Q2	–	Sell	-8,672	Closed	-$463K	–	706
2024 Q1	$463K	Sell	8,672 -54,381	-86%	-$2.78M	﹤0.01%	638
2023 Q4	$3.29M	Sell	63,053 -12,855	-17%	-$647K	0.02%	323
2023 Q3	$3.85M	Buy	+75,908	New	+$4.31M	0.03%	274
2023 Q1	–	Sell	-26,762	Closed	-$1.68M	–	767
2022 Q4	$1.68M	Buy	+26,762	New	+$1.61M	0.01%	519

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AGF Management's EVRG Position: Q2 2026 in Review

AGF Management opened a new position in Evergy (EVRG) in Q2 2026: 6,121 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: AGF Management previously reported a position in EVRG as recently as Q3 2025.

AGF Management first reported a position in EVRG in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.85M in Q3 2023. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

AGF Management held 6,121 shares of Evergy worth $529K as of Q2 2026.
Evergy was a new AGF Management position in Q2 2026.
Evergy made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #615 holding.
AGF Management first reported a position in Evergy in Q4 2022 and has held it in 8 quarters since.
AGF Management's Evergy position peaked at $3.85M in Q3 2023.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.