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Bryn Mawr Capital Management’s Evergy EVRG Stock Holding History

Bryn Mawr 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 		$11.1M Sell
127,955
-1,498
-1% -$124K 0.48% 53
2026
Q1 		$10.6M Sell
129,453
-154
-0.1% -$12.2K 0.51% 55
2025
Q4 		$9.4M Sell
129,607
-2,605
-2% -$198K 0.45% 56
2025
Q3 		$10.1M Buy
132,212
+1,428
+1% +$102K 0.5% 56
2025
Q2 		$9.01M Buy
130,784
+4,385
+3% +$295K 0.49% 54
2025
Q1 		$8.72M Sell
126,399
-1,298
-1% -$84.9K 0.52% 54
2024
Q4 		$7.86M Sell
127,697
-4,381
-3% -$271K 0.42% 62
2024
Q3 		$8.19M Sell
132,078
-110
-0.1% -$6.4K 0.44% 61
2024
Q2 		$7.01M Buy
132,188
+7,107
+6% +$378K 0.39% 66
2024
Q1 		$6.61M Buy
125,081
+9,799
+9% +$501K 0.38% 69
2023
Q4 		$6.02M Sell
115,282
-33,953
-23% -$1.71M 0.38% 68
2023
Q3 		$7.57M Sell
149,235
-1,755
-1% -$99.6K 0.5% 51
2023
Q2 		$8.82M Buy
150,990
+2,974
+2% +$180K 0.83% 31
2023
Q1 		$9.05M Buy
148,016
+1,216
+0.8% +$74K 0.94% 30
2022
Q4 		$9.24M Buy
+146,800
New +$8.82M 1% 29

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

Bryn Mawr Capital Management's EVRG Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Evergy (EVRG) stake by 1.2% in Q2 2026, selling an estimated $124K and leaving 127,955 shares worth $11.1M. The position accounts for 0.48% of the portfolio, ranked #53.

Bryn Mawr Capital Management first reported a position in EVRG in Q4 2022 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bryn Mawr Capital Management held 127,955 shares of Evergy worth $11.1M as of Q2 2026.
  • Bryn Mawr Capital Management sold 1,498 Evergy shares in Q2 2026, an estimated $124K.
  • Evergy made up 0.48% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #53 holding.
  • Bryn Mawr Capital Management first reported a position in Evergy in Q4 2022 and has held it in 15 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.