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Catherine Avery Investment Management’s Evergy EVRG Stock Holding History

Catherine Avery Investment 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 		$1.2M Sell
13,834
-314
-2% -$26K 0.52% 40
2026
Q1 		$1.16M Sell
14,148
-1,135
-7% -$89.7K 0.52% 41
2025
Q4 		$1.11M Sell
15,283
-975
-6% -$74K 0.66% 40
2025
Q3 		$1.24M Sell
16,258
-34,218
-68% -$2.44M 0.8% 36
2025
Q2 		$3.48M Sell
50,476
-4,632
-8% -$311K 2.64% 17
2025
Q1 		$3.8M Buy
55,108
+3,784
+7% +$248K 3.4% 8
2024
Q4 		$3.16M Buy
+51,324
New +$3.17M 2.79% 15

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

Catherine Avery Investment Management's EVRG Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Evergy (EVRG) stake by 2.2% in Q2 2026, selling an estimated $26K and leaving 13,834 shares worth $1.2M. The position accounts for 0.52% of the portfolio, ranked #40.

Catherine Avery Investment Management first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.8M in Q1 2025. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Catherine Avery Investment Management held 13,834 shares of Evergy worth $1.2M as of Q2 2026.
  • Catherine Avery Investment Management sold 314 Evergy shares in Q2 2026, an estimated $26K.
  • Evergy made up 0.52% of Catherine Avery Investment Management's portfolio in Q2 2026, its #40 holding.
  • Catherine Avery Investment Management first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Evergy position peaked at $3.8M in Q1 2025.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.