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Brinker Capital Investments’s Evergy EVRG Stock Holding History

Brinker Capital Investments’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 		$6.53M Sell
75,581
-950
-1% -$78.7K 0.05% 320
2026
Q1 		$6.27M Sell
76,531
-6,198
-7% -$490K 0.05% 313
2025
Q4 		$6M Sell
82,729
-504
-0.6% -$38.2K 0.04% 365
2025
Q3 		$6.33M Buy
83,233
+20,395
+32% +$1.45M 0.05% 344
2025
Q2 		$4.33M Buy
62,838
+12,427
+25% +$835K 0.04% 451
2025
Q1 		$3.48M Buy
50,411
+4,326
+9% +$283K 0.03% 474
2024
Q4 		$2.84M Buy
46,085
+3,880
+9% +$240K 0.03% 537
2024
Q3 		$2.62M Sell
42,205
-851
-2% -$49.5K 0.03% 555
2024
Q2 		$2.28M Sell
43,056
-3,614
-8% -$192K 0.02% 592
2024
Q1 		$2.49M Sell
46,670
-388
-0.8% -$19.8K 0.03% 556
2023
Q4 		$2.54M Sell
47,058
-5,571
-11% -$280K 0.03% 521
2023
Q3 		$2.67M Sell
52,629
-5,162
-9% -$293K 0.03% 491
2023
Q2 		$3.38M Sell
57,791
-5,288
-8% -$319K 0.04% 442
2023
Q1 		$3.86M Buy
63,079
+28,249
+81% +$1.72M 0.05% 335
2022
Q4 		$2.19M Sell
34,830
-811
-2% -$48.7K 0.04% 439
2022
Q3 		$2.12M Sell
35,641
-2,164
-6% -$146K 0.04% 439
2022
Q2 		$2.47M Sell
37,805
-1,930
-5% -$131K 0.05% 392
2022
Q1 		$2.72M Buy
39,735
+887
+2% +$57.2K 0.04% 417
2021
Q4 		$2.67M Sell
38,848
-11,058
-22% -$719K 0.04% 464
2021
Q3 		$3.02M Hold
49,906
– – 0.05% 414
2021
Q2 		$3.02M Buy
49,906
+4,071
+9% +$255K 0.04% 468
2021
Q1 		$2.73M Buy
45,835
+18,253
+66% +$1.01M 0.04% 416
2020
Q4 		$1.53M Sell
27,582
-9,947
-27% -$546K 0.02% 608
2020
Q3 		$1.91M Buy
+37,529
New +$2.1M 0.03% 491

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

Brinker Capital Investments's EVRG Position: Q2 2026 in Review

Brinker Capital Investments reduced its Evergy (EVRG) stake by 1.2% in Q2 2026, selling an estimated $78.7K and leaving 75,581 shares worth $6.53M. The position accounts for 0.05% of the portfolio, ranked #320.

Brinker Capital Investments first reported a position in EVRG in Q3 2020 and has held it in 24 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Brinker Capital Investments held 75,581 shares of Evergy worth $6.53M as of Q2 2026.
  • Brinker Capital Investments sold 950 Evergy shares in Q2 2026, an estimated $78.7K.
  • Evergy made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #320 holding.
  • Brinker Capital Investments first reported a position in Evergy in Q3 2020 and has held it in 24 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.