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Aventail Capital Group’s Evergy EVRG Stock Holding History

Aventail Capital Group’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
-62,555
Closed -$5.12M – 172
2026
Q1 		$5.12M Sell
62,555
-51,368
-45% -$4.06M 0.25% 114
2025
Q4 		$8.26M Sell
113,923
-57,362
-33% -$4.35M 0.48% 56
2025
Q3 		$13M Sell
171,285
-218,000
-56% -$15.5M 0.6% 50
2025
Q2 		$26.8M Sell
389,285
-6,336
-2% -$426K 1.18% 31
2025
Q1 		$27.3M Sell
395,621
-255,598
-39% -$16.7M 1.34% 30
2024
Q4 		$40.1M Buy
+651,219
New +$40.3M 2.06% 17
2024
Q2 		– Sell
-335,050
Closed -$17.9M – 99
2024
Q1 		$17.9M Buy
335,050
+155,050
+86% +$7.92M 1.37% 29
2023
Q4 		$9.4M Buy
+180,000
New +$9.06M 0.8% 35

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

Aventail Capital Group's EVRG Position: Q2 2026 in Review

Aventail Capital Group sold out of Evergy (EVRG) in Q2 2026, closing a stake of 62,555 shares — an estimated $5.12M sold.

Aventail Capital Group first reported a position in EVRG in Q4 2023 and held it in 8 quarters. The position peaked at $40.1M in Q4 2024. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Aventail Capital Group reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Aventail Capital Group sold 62,555 Evergy shares in Q2 2026, an estimated $5.12M.
  • Aventail Capital Group first reported a position in Evergy in Q4 2023 and held it in 8 quarters.
  • Aventail Capital Group's Evergy position peaked at $40.1M in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.