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Bayforest Capital’s Evergy EVRG Stock Holding History

Bayforest 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 		$85.6K Buy
+990
New +$82K 0.08% 470
2026
Q1 		– Sell
-5,747
Closed -$417K – 947
2025
Q4 		$417K Buy
5,747
+4,202
+272% +$319K 0.31% 60
2025
Q3 		$117K Sell
1,545
-605
-28% -$43.1K 0.06% 493
2025
Q2 		$148K Sell
2,150
-3,877
-64% -$261K 0.06% 425
2025
Q1 		$416K Buy
6,027
+2,856
+90% +$187K 0.18% 204
2024
Q4 		$195K Buy
+3,171
New +$196K 0.24% 139

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

Bayforest Capital's EVRG Position: Q2 2026 in Review

Bayforest Capital opened a new position in Evergy (EVRG) in Q2 2026: 990 shares worth $85.6K. The stake represents 0.08% of the portfolio and ranks #470 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in EVRG as recently as Q4 2025.

Bayforest Capital first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bayforest Capital held 990 shares of Evergy worth $85.6K as of Q2 2026.
  • Evergy was a new Bayforest Capital position in Q2 2026.
  • Evergy made up 0.08% of Bayforest Capital's portfolio in Q2 2026, its #470 holding.
  • Bayforest Capital first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Evergy position peaked at $417K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.