BFM
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Boothbay Fund Management’s Evergy EVRG Stock Holding History

Boothbay Fund 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 		$326K Sell
3,776
-7,546
-67% -$625K ﹤0.01% 1701
2026
Q1 		$927K Buy
11,322
+203
+2% +$16K 0.01% 988
2025
Q4 		$806K Buy
+11,119
New +$844K 0.01% 895
2023
Q4 		– Sell
-11,852
Closed -$601K – 1745
2023
Q3 		$601K Buy
11,852
+7,362
+164% +$418K 0.01% 963
2023
Q2 		$262K Buy
+4,490
New +$271K 0.01% 1364
2022
Q4 		– Sell
-49,620
Closed -$2.95M – 2116
2022
Q3 		$2.95M Buy
49,620
+8,478
+21% +$570K 0.07% 401
2022
Q2 		$2.69M Buy
41,142
+23,142
+129% +$1.57M 0.07% 426
2022
Q1 		$1.23M Buy
18,000
+13,558
+305% +$875K 0.03% 801
2021
Q4 		$305K Buy
+4,442
New +$289K 0.01% 1245
2020
Q3 		– Sell
-9,207
Closed -$546K – 1094
2020
Q2 		$546K Sell
9,207
-919
-9% -$54.4K 0.04% 558
2020
Q1 		$557K Buy
+10,126
New +$665K 0.05% 435
2019
Q3 		– Sell
-12,161
Closed -$731K – 806
2019
Q2 		$731K Sell
12,161
-5,230
-30% -$306K 0.07% 342
2019
Q1 		$1.01M Buy
17,391
+2,847
+20% +$162K 0.1% 228
2018
Q4 		$826K Buy
14,544
+3,187
+28% +$184K 0.12% 178
2018
Q3 		$624K Sell
11,357
-1,755
-13% -$99.3K 0.06% 302
2018
Q2 		$736K Buy
+13,112
New +$702K 0.06% 241

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Boothbay Fund Management's EVRG Position: Q2 2026 in Review

Boothbay Fund Management reduced its Evergy (EVRG) stake by 67% in Q2 2026, selling an estimated $625K and leaving 3,776 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Boothbay Fund Management first reported a position in EVRG in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.95M in Q3 2022. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Boothbay Fund Management held 3,776 shares of Evergy worth $326K as of Q2 2026.
  • Boothbay Fund Management sold 7,546 Evergy shares in Q2 2026, an estimated $625K.
  • Evergy made up ﹤0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1701 holding.
  • Boothbay Fund Management first reported a position in Evergy in Q2 2018 and has held it in 16 quarters since.
  • Boothbay Fund Management's Evergy position peaked at $2.95M in Q3 2022.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.