Cidel Asset Management’s Evergy EVRG Stock Holding History

Cidel Asset 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	$215K	Sell	2,482 -114	-4%	-$9.44K	0.01%	437
2026 Q1	$213K	Buy	+2,596	New	+$205K	0.01%	407

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cidel Asset Management's EVRG Position: Q2 2026 in Review

Cidel Asset Management reduced its Evergy (EVRG) stake by 4.4% in Q2 2026, selling an estimated $9.44K and leaving 2,482 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #437.

Cidel Asset Management first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Cidel Asset Management held 2,482 shares of Evergy worth $215K as of Q2 2026.
Cidel Asset Management sold 114 Evergy shares in Q2 2026, an estimated $9.44K.
Evergy made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #437 holding.
Cidel Asset Management first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.