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Bridgewater Associates’s Evergy EVRG Stock Holding History

Bridgewater Associates’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 		$14.5M Buy
168,059
+13,588
+9% +$1.13M 0.06% 265
2026
Q1 		$12.7M Buy
154,471
+45,652
+42% +$3.61M 0.06% 228
2025
Q4 		$7.89M Buy
+108,819
New +$8.26M 0.03% 413
2023
Q1 		– Sell
-42,266
Closed -$2.66M – 781
2022
Q4 		$2.66M Buy
42,266
+10,472
+33% +$629K 0.01% 483
2022
Q3 		$1.89M Sell
31,794
-7,653
-19% -$515K 0.01% 576
2022
Q2 		$2.57M Buy
39,447
+11,026
+39% +$748K 0.01% 624
2022
Q1 		$1.94M Buy
28,421
+15,921
+127% +$1.03M 0.01% 690
2021
Q4 		$858K Buy
+12,500
New +$813K 0.01% 596
2020
Q3 		– Sell
-3,880
Closed -$230K – 467
2020
Q2 		$230K Sell
3,880
-2,928
-43% -$173K ﹤0.01% 363
2020
Q1 		$375K Buy
+6,808
New +$447K 0.01% 317

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

Bridgewater Associates's EVRG Position: Q2 2026 in Review

Bridgewater Associates increased its Evergy (EVRG) stake by 8.8% in Q2 2026, buying an estimated $1.13M and bringing the position to 168,059 shares worth $14.5M. The position accounts for 0.06% of the portfolio, ranked #265.

Bridgewater Associates first reported a position in EVRG in Q1 2020 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bridgewater Associates held 168,059 shares of Evergy worth $14.5M as of Q2 2026.
  • Bridgewater Associates bought 13,588 Evergy shares in Q2 2026, an estimated $1.13M.
  • Evergy made up 0.06% of Bridgewater Associates's portfolio in Q2 2026, its #265 holding.
  • Bridgewater Associates first reported a position in Evergy in Q1 2020 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.