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BW Gestao de Investimentos’s Evergy EVRG Stock Holding History

BW Gestao de Investimentos’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 		$11.9M Buy
137,915
+23,815
+21% +$1.97M 0.24% 82
2026
Q1 		$9.35M Sell
114,100
-106,073
-48% -$8.38M 0.31% 87
2025
Q4 		$16M Buy
+220,173
New +$16.7M 0.36% 51

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

BW Gestao de Investimentos's EVRG Position: Q2 2026 in Review

BW Gestao de Investimentos increased its Evergy (EVRG) stake by 21% in Q2 2026, buying an estimated $1.97M and bringing the position to 137,915 shares worth $11.9M. The position accounts for 0.24% of the portfolio, ranked #82.

BW Gestao de Investimentos first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $16M in Q4 2025. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • BW Gestao de Investimentos held 137,915 shares of Evergy worth $11.9M as of Q2 2026.
  • BW Gestao de Investimentos bought 23,815 Evergy shares in Q2 2026, an estimated $1.97M.
  • Evergy made up 0.24% of BW Gestao de Investimentos's portfolio in Q2 2026, its #82 holding.
  • BW Gestao de Investimentos first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • BW Gestao de Investimentos's Evergy position peaked at $16M in Q4 2025.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.