Aviva
EVRG icon

Aviva’s Evergy EVRG Stock Holding History

Aviva’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 		$349K Hold
4,041
– – ﹤0.01% 824
2026
Q1 		$331K Hold
4,041
– – ﹤0.01% 815
2025
Q4 		$293K Hold
4,041
– – ﹤0.01% 857
2025
Q3 		$307K Hold
4,041
– – ﹤0.01% 853
2025
Q2 		$279K Buy
4,041
+507
+14% +$34.1K ﹤0.01% 875
2025
Q1 		$244K Hold
3,534
– – ﹤0.01% 834
2024
Q4 		$218K Hold
3,534
– – ﹤0.01% 850
2024
Q3 		$219K Buy
+3,534
New +$206K ﹤0.01% 867
2023
Q2 		– Sell
-3,304
Closed -$202K – 981
2023
Q1 		$202K Hold
3,304
– – ﹤0.01% 993
2022
Q4 		$208K Buy
+3,304
New +$198K ﹤0.01% 988
2022
Q3 		– Sell
-32,359
Closed -$2.11M – 1021
2022
Q2 		$2.11M Sell
32,359
-10,203
-24% -$692K 0.01% 775
2022
Q1 		$2.91M Sell
42,562
-25,903
-38% -$1.67M 0.01% 707
2021
Q4 		$4.7M Sell
68,465
-1,632
-2% -$106K 0.02% 602
2021
Q3 		$4.36M Buy
70,097
+27,673
+65% +$1.81M 0.02% 610
2021
Q2 		$2.56M Sell
42,424
-1,897
-4% -$119K 0.01% 730
2021
Q1 		$2.64M Sell
44,321
-1,263
-3% -$69.9K 0.01% 666
2020
Q4 		$2.53M Sell
45,584
-177
-0.4% -$9.71K 0.01% 637
2020
Q3 		$2.33M Sell
45,761
-2,700
-6% -$151K 0.01% 670
2020
Q2 		$2.87M Sell
48,461
-31,586
-39% -$1.87M 0.02% 542
2020
Q1 		$4.41M Sell
80,047
-31,078
-28% -$2.04M 0.03% 434
2019
Q4 		$7.23M Buy
111,125
+27,154
+32% +$1.73M 0.04% 360
2019
Q3 		$5.59M Sell
83,971
-8,542
-9% -$540K 0.04% 392
2019
Q2 		$5.57M Sell
92,513
-6,954
-7% -$407K 0.04% 418
2019
Q1 		$5.77M Sell
99,467
-1,400
-1% -$79.7K 0.04% 411
2018
Q4 		$5.73M Sell
100,867
-29,456
-23% -$1.7M 0.04% 380
2018
Q3 		$7.16M Buy
+130,323
New +$7.37M 0.04% 430

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

Aviva's EVRG Position: Q2 2026 in Review

Aviva held its Evergy (EVRG) position steady in Q2 2026 at 4,041 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Aviva first reported a position in EVRG in Q3 2018 and has held it in 26 quarters since. The position peaked at $7.23M in Q4 2019. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Aviva held 4,041 shares of Evergy worth $349K as of Q2 2026.
  • Aviva left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #824 holding.
  • Aviva first reported a position in Evergy in Q3 2018 and has held it in 26 quarters since.
  • Aviva's Evergy position peaked at $7.23M in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.