Bailard
EVRG icon

Bailard’s Evergy EVRG Stock Holding History

Bailard’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
Q3 		$3.48M Sell
44,317
-729
-2% -$60.4K 0.07% 182
2026
Q2 		$3.89M Buy
45,046
+20
+0% +$1.66K 0.08% 176
2026
Q1 		$3.69M Buy
45,026
+8
+0% +$632 0.08% 173
2025
Q4 		$3.26M Sell
45,018
-282
-0.6% -$21.4K 0.07% 188
2025
Q3 		$3.44M Sell
45,300
-49
-0.1% -$3.49K 0.07% 182
2025
Q2 		$3.13M Buy
45,349
+549
+1% +$36.9K 0.07% 185
2025
Q1 		$3.09M Sell
44,800
-1,042
-2% -$68.2K 0.08% 183
2024
Q4 		$2.82M Buy
45,842
+4,137
+10% +$256K 0.07% 189
2024
Q3 		$2.59M Buy
41,705
+3,765
+10% +$219K 0.07% 204
2024
Q2 		$2.01M Buy
37,940
+33,480
+751% +$1.78M 0.06% 225
2024
Q1 		$238K Sell
4,460
-32,426
-88% -$1.66M 0.01% 645
2023
Q4 		$1.93M Sell
36,886
-1,018
-3% -$51.2K 0.06% 221
2023
Q3 		$1.92M Buy
37,904
+1,996
+6% +$113K 0.06% 205
2023
Q2 		$2.1M Buy
35,908
+2,710
+8% +$164K 0.07% 193
2023
Q1 		$2.03M Sell
33,198
-2,531
-7% -$154K 0.07% 193
2022
Q4 		$2.25M Sell
35,729
-310
-0.9% -$18.6K 0.09% 180
2022
Q3 		$2.14M Buy
36,039
+788
+2% +$53K 0.09% 179
2022
Q2 		$2.3M Buy
35,251
+31,516
+844% +$2.14M 0.09% 179
2022
Q1 		$255K Buy
3,735
+226
+6% +$14.6K 0.01% 600
2021
Q4 		$241K Buy
3,509
+16
+0.5% +$1.04K 0.01% 620
2021
Q3 		$217K Buy
+3,493
New +$229K 0.01% 648

Other funds holding EVRG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard's EVRG Position: Q3 2026 in Review

Bailard reduced its Evergy (EVRG) stake by 1.6% in Q3 2026, selling an estimated $60.4K and leaving 44,317 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #182.

Bailard first reported a position in EVRG in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.89M in Q2 2026. 127 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Bailard held 44,317 shares of Evergy worth $3.48M as of Q3 2026.
  • Bailard sold 729 Evergy shares in Q3 2026, an estimated $60.4K.
  • Evergy made up 0.07% of Bailard's portfolio in Q3 2026, its #182 holding.
  • Bailard first reported a position in Evergy in Q3 2021 and has held it in 21 quarters since.
  • Bailard's Evergy position peaked at $3.89M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.