AlphaStar Capital Management
EVRG icon

AlphaStar Capital Management’s Evergy EVRG Stock Holding History

AlphaStar Capital 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
Q3 		$566K Buy
7,213
+1,610
+29% +$133K 0.03% 147
2026
Q2 		$484K Buy
5,603
+56
+1% +$4.64K 0.03% 166
2026
Q1 		$454K Sell
5,547
-366
-6% -$28.9K 0.03% 152
2025
Q4 		$429K Buy
5,913
+1,216
+26% +$92.2K 0.03% 167
2025
Q3 		$357K Buy
4,697
+1,370
+41% +$97.6K 0.03% 151
2025
Q2 		$229K Sell
3,327
-4,937
-60% -$332K 0.02% 329
2025
Q1 		$570K Buy
8,264
+9
+0.1% +$589 0.06% 116
2024
Q4 		$508K Buy
8,255
+1,971
+31% +$122K 0.05% 128
2024
Q3 		$390K Buy
+6,284
New +$366K 0.03% 269
2022
Q4 		– Sell
-14,850
Closed -$882K – 334
2022
Q3 		$882K Buy
+14,850
New +$999K 0.09% 134

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

AlphaStar Capital Management's EVRG Position: Q3 2026 in Review

AlphaStar Capital Management increased its Evergy (EVRG) stake by 29% in Q3 2026, buying an estimated $133K and bringing the position to 7,213 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #147.

AlphaStar Capital Management first reported a position in EVRG in Q3 2022 and has held it in 10 quarters since. The position peaked at $882K in Q3 2022. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • AlphaStar Capital Management held 7,213 shares of Evergy worth $566K as of Q3 2026.
  • AlphaStar Capital Management bought 1,610 Evergy shares in Q3 2026, an estimated $133K.
  • Evergy made up 0.03% of AlphaStar Capital Management's portfolio in Q3 2026, its #147 holding.
  • AlphaStar Capital Management first reported a position in Evergy in Q3 2022 and has held it in 10 quarters since.
  • AlphaStar Capital Management's Evergy position peaked at $882K in Q3 2022.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.