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Avanza Fonder’s Evergy EVRG Stock Holding History

Avanza Fonder’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 		$231K Buy
2,674
+1,144
+75% +$94.7K 0.01% 399
2026
Q1 		$125K Buy
1,530
+35
+2% +$2.77K ﹤0.01% 442
2025
Q4 		$108K Buy
+1,495
New +$113K ﹤0.01% 468

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Avanza Fonder's EVRG Position: Q2 2026 in Review

Avanza Fonder increased its Evergy (EVRG) stake by 75% in Q2 2026, buying an estimated $94.7K and bringing the position to 2,674 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #399.

Avanza Fonder first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Avanza Fonder held 2,674 shares of Evergy worth $231K as of Q2 2026.
  • Avanza Fonder bought 1,144 Evergy shares in Q2 2026, an estimated $94.7K.
  • Evergy made up 0.01% of Avanza Fonder's portfolio in Q2 2026, its #399 holding.
  • Avanza Fonder first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.