Covestor
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
Q3 		$11K Buy
146
+3
+2% +$249 0.01% 1382
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's EVRG Position: Q3 2026 in Review

Covestor increased its Evergy (EVRG) stake by 2.1% in Q3 2026, buying an estimated $249 and bringing the position to 146 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1382.

Covestor first reported a position in EVRG in Q4 2021 and has held it in 20 quarters since. The position peaked at $170K in Q2 2022. 549 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Covestor held 146 shares of Evergy worth $11K as of Q3 2026.
  • Covestor bought 3 Evergy shares in Q3 2026, an estimated $249.
  • Evergy made up 0.01% of Covestor's portfolio in Q3 2026, its #1382 holding.
  • Covestor first reported a position in Evergy in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Evergy position peaked at $170K in Q2 2022.
  • 549 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.