Alpine Woods Capital Investors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.35M Sell
73,415
-2,280
-3% -$189K 1.38% 21
2026
Q1
$6.2M Buy
75,695
+8,966
+13% +$709K 1.49% 20
2025
Q4
$4.84M Buy
66,729
+9,168
+16% +$696K 1.15% 23
2025
Q3
$4.38M Buy
57,561
+7,648
+15% +$545K 1.02% 34
2025
Q2
$3.44M Buy
49,913
+34,722
+229% +$2.33M 0.82% 39
2025
Q1
$1.05M Buy
+15,191
New +$994K 0.26% 91

Other funds holding EVRG

Alpine Woods Capital Investors's EVRG Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Evergy (EVRG) stake by 3% in Q2 2026, selling an estimated $189K and leaving 73,415 shares worth $6.35M. The position accounts for 1.38% of the portfolio, ranked #21.

Alpine Woods Capital Investors first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Alpine Woods Capital Investors held 73,415 shares of Evergy worth $6.35M as of Q2 2026.
  • Alpine Woods Capital Investors sold 2,280 Evergy shares in Q2 2026, an estimated $189K.
  • Evergy made up 1.38% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #21 holding.
  • Alpine Woods Capital Investors first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.