Aquatic Capital Management’s Evergy EVRG Stock Holding History

Aquatic 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 Q1	$1.98M	Sell	24,146 -84,436	-78%	-$6.67M	0.06%	376
2025 Q4	$7.87M	Buy	+108,582	New	+$8.24M	0.22%	116
2024 Q4	–	Sell	-5,400	Closed	-$335K	–	1413
2024 Q3	$335K	Sell	5,400 -16,000	-75%	-$931K	0.01%	726
2024 Q2	$1.13M	Sell	21,400 -31,000	-59%	-$1.65M	0.04%	375
2024 Q1	$2.8M	Buy	52,400 +13,300	+34%	+$680K	0.09%	210
2023 Q4	$2.04M	Sell	39,100 -51,800	-57%	-$2.61M	0.05%	326
2023 Q3	$4.61M	Buy	90,900 +83,600	+1,145%	+$4.75M	0.19%	133
2023 Q2	$426K	Buy	+7,300	New	+$441K	0.02%	485
2022 Q3	–	Sell	-4,900	Closed	-$320K	–	1280
2022 Q2	$320K	Buy	+4,900	New	+$332K	0.1%	236
2022 Q1	–	Sell	-900	Closed	-$62K	–	1213
2021 Q4	$62K	Buy	+900	New	+$58.5K	0.12%	243

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Aquatic Capital Management's EVRG Position: Q1 2026 in Review

Aquatic Capital Management reduced its Evergy (EVRG) stake by 78% in Q1 2026, selling an estimated $6.67M and leaving 24,146 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #376.

Aquatic Capital Management first reported a position in EVRG in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.87M in Q4 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Aquatic Capital Management held 24,146 shares of Evergy worth $1.98M as of Q1 2026.
Aquatic Capital Management sold 84,436 Evergy shares in Q1 2026, an estimated $6.67M.
Evergy made up 0.06% of Aquatic Capital Management's portfolio in Q1 2026, its #376 holding.
Aquatic Capital Management first reported a position in Evergy in Q4 2021 and has held it in 10 quarters since.
Aquatic Capital Management's Evergy position peaked at $7.87M in Q4 2025.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.