Cornercap Investment Counsel’s Evergy EVRG Stock Holding History

Cornercap Investment Counsel’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
2025 Q4	$779K	Sell	10,743 -144	-1%	-$10.9K	0.38%	118
2025 Q3	$828K	Sell	10,887 -180	-2%	-$12.8K	0.41%	117
2025 Q2	$763K	Sell	11,067 -248	-2%	-$16.7K	0.4%	117
2025 Q1	$780K	Buy	+11,315	New	+$740K	0.41%	109
2021 Q1	–	Sell	-52,953	Closed	-$3.45M	–	566
2020 Q4	$3.45M	Buy	+52,953	New	+$2.91M	0.49%	56
2020 Q3	–	Sell	-55,832	Closed	-$3.31M	–	501
2020 Q2	$3.31M	Sell	55,832 -2,328	-4%	-$138K	0.53%	47
2020 Q1	$3.2M	Sell	58,160 -1,345	-2%	-$88.4K	0.63%	34
2019 Q4	$3.87M	Buy	59,505 +1,575	+3%	+$100K	0.52%	53
2019 Q3	$3.86M	Buy	+57,930	New	+$3.66M	0.55%	49
2019 Q2	–	Sell	-75,810	Closed	-$4.4M	–	428
2019 Q1	$4.4M	Buy	75,810 +4,010	+6%	+$228K	0.61%	37
2018 Q4	$4.08M	Buy	71,800 +17,635	+33%	+$1.02M	0.63%	32
2018 Q3	$2.98M	Buy	+54,165	New	+$3.06M	0.39%	78

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cornercap Investment Counsel's EVRG Position: Q4 2025 in Review

Cornercap Investment Counsel reduced its Evergy (EVRG) stake by 1.3% in Q4 2025, selling an estimated $10.9K and leaving 10,743 shares worth $779K. The position accounts for 0.38% of the portfolio, ranked #118.

Cornercap Investment Counsel first reported a position in EVRG in Q3 2018 and has held it in 12 quarters since. The position peaked at $4.4M in Q1 2019. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

Cornercap Investment Counsel held 10,743 shares of Evergy worth $779K as of Q4 2025.
Cornercap Investment Counsel sold 144 Evergy shares in Q4 2025, an estimated $10.9K.
Evergy made up 0.38% of Cornercap Investment Counsel's portfolio in Q4 2025, its #118 holding.
Cornercap Investment Counsel first reported a position in Evergy in Q3 2018 and has held it in 12 quarters since.
Cornercap Investment Counsel's Evergy position peaked at $4.4M in Q1 2019.
922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on Cornercap Investment Counsel's 13F filing for Q4 2025, filed 13 Feb 2026.