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ALPS Advisors’s Evergy EVRG Stock Holding History

ALPS 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 		$30.4M Buy
352,276
+10,751
+3% +$890K 0.14% 78
2026
Q1 		$28M Sell
341,525
-20,850
-6% -$1.65M 0.13% 89
2025
Q4 		$26.3M Buy
362,375
+5,134
+1% +$389K 0.15% 79
2025
Q3 		$27.2M Sell
357,241
-1,722
-0.5% -$123K 0.15% 72
2025
Q2 		$24.7M Sell
358,963
-6,329
-2% -$425K 0.14% 74
2025
Q1 		$25.2M Sell
365,292
-33,413
-8% -$2.19M 0.15% 73
2024
Q4 		$24.5M Sell
398,705
-3,120
-0.8% -$193K 0.15% 74
2024
Q3 		$24.9M Sell
401,825
-25,286
-6% -$1.47M 0.17% 81
2024
Q2 		$22.6M Sell
427,111
-20,180
-5% -$1.07M 0.16% 81
2024
Q1 		$23.9M Buy
447,291
+12,218
+3% +$624K 0.17% 78
2023
Q4 		$22.7M Buy
435,073
+426,224
+4,817% +$21.5M 0.18% 88
2023
Q3 		$449K Buy
8,849
+232
+3% +$13.2K ﹤0.01% 610
2023
Q2 		$503K Sell
8,617
-526
-6% -$31.8K ﹤0.01% 614
2023
Q1 		$559K Sell
9,143
-700
-7% -$42.6K ﹤0.01% 576
2022
Q4 		$619K Sell
9,843
-2,157
-18% -$130K 0.01% 554
2022
Q3 		$713K Buy
+12,000
New +$807K 0.01% 539
2020
Q2 		– Sell
-20,720
Closed -$1.14M – 795
2020
Q1 		$1.14M Sell
20,720
-1,884
-8% -$124K 0.02% 260
2019
Q4 		$1.47M Sell
22,604
-1,165
-5% -$74.3K 0.01% 265
2019
Q3 		$1.58M Buy
23,769
+9,630
+68% +$609K 0.01% 237
2019
Q2 		$850K Hold
14,139
– – 0.01% 360
2019
Q1 		$821K Buy
14,139
+1,329
+10% +$75.6K 0.01% 374
2018
Q4 		$727K Buy
+12,810
New +$739K 0.01% 377

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

ALPS Advisors's EVRG Position: Q2 2026 in Review

ALPS Advisors increased its Evergy (EVRG) stake by 3.1% in Q2 2026, buying an estimated $890K and bringing the position to 352,276 shares worth $30.4M. The position accounts for 0.14% of the portfolio, ranked #78.

ALPS Advisors first reported a position in EVRG in Q4 2018 and has held it in 22 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • ALPS Advisors held 352,276 shares of Evergy worth $30.4M as of Q2 2026.
  • ALPS Advisors bought 10,751 Evergy shares in Q2 2026, an estimated $890K.
  • Evergy made up 0.14% of ALPS Advisors's portfolio in Q2 2026, its #78 holding.
  • ALPS Advisors first reported a position in Evergy in Q4 2018 and has held it in 22 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.