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Contravisory Investment Management’s Evergy EVRG Stock Holding History

Contravisory 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 		$1.04M Buy
12,069
+236
+2% +$19.5K 0.18% 103
2026
Q1 		$969K Buy
11,833
+100
+0.9% +$7.9K 0.2% 89
2025
Q4 		$851K Sell
11,733
-469
-4% -$35.6K 0.17% 92
2025
Q3 		$928K Sell
12,202
-348
-3% -$24.8K 0.18% 78
2025
Q2 		$865K Sell
12,550
-13
-0.1% -$874 0.17% 79
2025
Q1 		$866K Buy
+12,563
New +$822K 0.18% 81
2023
Q1 		– Sell
-5,968
Closed -$376K – 341
2022
Q4 		$376K Buy
5,968
+5
+0.1% +$300 0.1% 133
2022
Q3 		$354K Hold
5,963
– – 0.12% 112
2022
Q2 		$389K Buy
+5,963
New +$404K 0.13% 104
2020
Q3 		– Sell
-4,694
Closed -$281K – 263
2020
Q2 		$281K Buy
+4,694
New +$278K 0.1% 114

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

Contravisory Investment Management's EVRG Position: Q2 2026 in Review

Contravisory Investment Management increased its Evergy (EVRG) stake by 2% in Q2 2026, buying an estimated $19.5K and bringing the position to 12,069 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #103.

Contravisory Investment Management first reported a position in EVRG in Q2 2020 and has held it in 10 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Contravisory Investment Management held 12,069 shares of Evergy worth $1.04M as of Q2 2026.
  • Contravisory Investment Management bought 236 Evergy shares in Q2 2026, an estimated $19.5K.
  • Evergy made up 0.18% of Contravisory Investment Management's portfolio in Q2 2026, its #103 holding.
  • Contravisory Investment Management first reported a position in Evergy in Q2 2020 and has held it in 10 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.