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Baker Avenue Asset Management’s Evergy EVRG Stock Holding History

Baker Avenue Asset Management’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 		$548K Buy
6,341
+668
+12% +$55.3K 0.01% 467
2026
Q1 		$465K Buy
5,673
+768
+16% +$60.7K 0.01% 454
2025
Q4 		$356K Buy
4,905
+933
+23% +$70.8K 0.01% 456
2025
Q3 		$302K Buy
3,972
+371
+10% +$26.4K 0.01% 475
2025
Q2 		$248K Buy
3,601
+236
+7% +$15.9K 0.01% 430
2025
Q1 		$232K Buy
+3,365
New +$220K 0.01% 415
2023
Q4 		– Sell
-34
Closed -$1.72K – 716
2023
Q3 		$1.72K Buy
34
+16
+89% +$908 ﹤0.01% 1161
2023
Q2 		$1.05K Buy
18
+3
+20% +$181 ﹤0.01% 1160
2023
Q1 		$917 Buy
15
+5
+50% +$304 ﹤0.01% 1212
2022
Q4 		$629 Buy
+10
New +$601 ﹤0.01% 1239

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

Baker Avenue Asset Management's EVRG Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Evergy (EVRG) stake by 12% in Q2 2026, buying an estimated $55.3K and bringing the position to 6,341 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #467.

Baker Avenue Asset Management first reported a position in EVRG in Q4 2022 and has held it in 10 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Baker Avenue Asset Management held 6,341 shares of Evergy worth $548K as of Q2 2026.
  • Baker Avenue Asset Management bought 668 Evergy shares in Q2 2026, an estimated $55.3K.
  • Evergy made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #467 holding.
  • Baker Avenue Asset Management first reported a position in Evergy in Q4 2022 and has held it in 10 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.