BCM
EVRG icon

Boreal Capital Management’s Evergy EVRG Stock Holding History

Boreal Capital 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 		$3.2K Hold
37
– – ﹤0.01% 442
2026
Q1 		$3.03K Buy
+37
New +$2.92K ﹤0.01% 433
2025
Q4 		– Sell
-37
Closed -$2.81K – 459
2025
Q3 		$2.81K Hold
37
– – ﹤0.01% 471
2025
Q2 		$2.55K Buy
+37
New +$2.49K ﹤0.01% 433

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

Boreal Capital Management's EVRG Position: Q2 2026 in Review

Boreal Capital Management held its Evergy (EVRG) position steady in Q2 2026 at 37 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Boreal Capital Management first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Boreal Capital Management held 37 shares of Evergy worth $3.2K as of Q2 2026.
  • Boreal Capital Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #442 holding.
  • Boreal Capital Management first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.