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AXQ Capital’s Evergy EVRG Stock Holding History

AXQ Capital’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 		$406K Sell
4,692
-2,406
-34% -$199K 0.04% 543
2026
Q1 		$581K Sell
7,098
-23,312
-77% -$1.84M 0.07% 368
2025
Q4 		$2.2M Buy
+30,410
New +$2.31M 0.5% 20
2024
Q3 		– Sell
-14,957
Closed -$792K – 482
2024
Q2 		$792K Sell
14,957
-14,543
-49% -$774K 0.19% 210
2024
Q1 		$1.57M Sell
29,500
-19,900
-40% -$1.02M 0.38% 60
2023
Q4 		$2.58M Buy
+49,400
New +$2.49M 0.69% 4

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

AXQ Capital's EVRG Position: Q2 2026 in Review

AXQ Capital reduced its Evergy (EVRG) stake by 34% in Q2 2026, selling an estimated $199K and leaving 4,692 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #543.

AXQ Capital first reported a position in EVRG in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.58M in Q4 2023. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • AXQ Capital held 4,692 shares of Evergy worth $406K as of Q2 2026.
  • AXQ Capital sold 2,406 Evergy shares in Q2 2026, an estimated $199K.
  • Evergy made up 0.04% of AXQ Capital's portfolio in Q2 2026, its #543 holding.
  • AXQ Capital first reported a position in Evergy in Q4 2023 and has held it in 6 quarters since.
  • AXQ Capital's Evergy position peaked at $2.58M in Q4 2023.
  • 943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.