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EVRG icon

Covestor’s Evergy EVRG Stock Holding History

Covestor’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 		$12K Sell
143
-106
-43% -$8.78K 0.01% 1425
2026
Q1 		$20K Sell
249
-74
-23% -$5.85K 0.01% 1108
2025
Q4 		$24K Sell
323
-46
-12% -$3.49K 0.01% 1201
2025
Q3 		$28K Sell
369
-30
-8% -$2.14K 0.02% 1151
2025
Q2 		$27K Buy
399
+8
+2% +$538 0.02% 1131
2025
Q1 		$27K Buy
391
+186
+91% +$12.2K 0.02% 1080
2024
Q4 		$13K Buy
205
+8
+4% +$495 0.01% 1381
2024
Q3 		$12K Sell
197
-6
-3% -$349 0.01% 1429
2024
Q2 		$11K Sell
203
-217
-52% -$11.5K 0.01% 1461
2024
Q1 		$22K Sell
420
-31
-7% -$1.58K 0.01% 1184
2023
Q4 		$24K Buy
451
+15
+3% +$755 0.02% 1123
2023
Q3 		$22K Buy
436
+102
+31% +$5.79K 0.02% 1077
2023
Q2 		$20K Buy
334
+116
+53% +$7.01K 0.02% 1131
2023
Q1 		$13K Buy
218
+4
+2% +$243 0.01% 1180
2022
Q4 		$14K Buy
214
+4
+2% +$240 0.01% 1162
2022
Q3 		$13K Sell
210
-2,392
-92% -$161K 0.01% 1150
2022
Q2 		$170K Buy
2,602
+223
+9% +$15.1K 0.13% 155
2022
Q1 		$163K Buy
2,379
+1,391
+141% +$89.7K 0.11% 234
2021
Q4 		$68K Buy
+988
New +$64.2K 0.1% 354

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

Covestor's EVRG Position: Q2 2026 in Review

Covestor reduced its Evergy (EVRG) stake by 43% in Q2 2026, selling an estimated $8.78K and leaving 143 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1425.

Covestor first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $170K in Q2 2022. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Covestor held 143 shares of Evergy worth $12K as of Q2 2026.
  • Covestor sold 106 Evergy shares in Q2 2026, an estimated $8.78K.
  • Evergy made up 0.01% of Covestor's portfolio in Q2 2026, its #1425 holding.
  • Covestor first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Evergy position peaked at $170K in Q2 2022.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.