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Cary Street Partners’s Evergy EVRG Stock Holding History

Cary Street Partners’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 		$4.86M Sell
56,254
-3,538
-6% -$293K 0.11% 201
2026
Q1 		$4.9M Buy
59,792
+545
+0.9% +$43.1K 0.12% 180
2025
Q4 		$4.29M Sell
59,247
-1,829
-3% -$139K 0.11% 198
2025
Q3 		$4.64M Sell
61,076
-338
-0.6% -$24.1K 0.12% 179
2025
Q2 		$4.23M Buy
61,414
+4,806
+8% +$323K 0.12% 188
2025
Q1 		$3.9M Buy
+56,608
New +$3.7M 0.12% 174

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

Cary Street Partners's EVRG Position: Q2 2026 in Review

Cary Street Partners reduced its Evergy (EVRG) stake by 5.9% in Q2 2026, selling an estimated $293K and leaving 56,254 shares worth $4.86M. The position accounts for 0.11% of the portfolio, ranked #201.

Cary Street Partners first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.9M in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cary Street Partners held 56,254 shares of Evergy worth $4.86M as of Q2 2026.
  • Cary Street Partners sold 3,538 Evergy shares in Q2 2026, an estimated $293K.
  • Evergy made up 0.11% of Cary Street Partners's portfolio in Q2 2026, its #201 holding.
  • Cary Street Partners first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • Cary Street Partners's Evergy position peaked at $4.9M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.