Ancora Advisors’s Evergy EVRG Stock Holding History

Ancora 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	–	Sell	-463	Closed	-$37.9K	–	2121
2026 Q1	$37.9K	Buy	463 +2	+0.4%	+$158	﹤0.01%	1261
2025 Q4	$33.4K	Buy	+461	New	+$35K	﹤0.01%	1303

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

Ancora Advisors's EVRG Position: Q2 2026 in Review

Ancora Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 463 shares — an estimated $37.9K sold.

Ancora Advisors first reported a position in EVRG in Q4 2025 and held it in 2 quarters. The position peaked at $37.9K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Ancora Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 463 Evergy shares in Q2 2026, an estimated $37.9K.
Ancora Advisors first reported a position in Evergy in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Evergy position peaked at $37.9K in Q1 2026.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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