CI
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CX Institutional’s Evergy EVRG Stock Holding History

CX Institutional’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 		$322K Buy
3,728
+220
+6% +$18.2K 0.01% 601
2026
Q1 		$287K Buy
3,508
+581
+20% +$45.9K 0.01% 619
2025
Q4 		$212K Buy
2,927
+407
+16% +$30.9K 0.01% 695
2025
Q3 		$192K Buy
2,520
+184
+8% +$13.1K 0.01% 702
2025
Q2 		$161K Sell
2,336
-263
-10% -$17.7K 0.01% 685
2025
Q1 		$179K Buy
+2,599
New +$170K 0.01% 627
2022
Q3 		– Sell
-1,373
Closed -$90K – 681
2022
Q2 		$90K Buy
+1,373
New +$93.1K 0.01% 564
2022
Q1 		– Sell
-11,513
Closed -$790K – 376
2021
Q4 		$790K Buy
11,513
+57
+0.5% +$3.71K 0.06% 219
2021
Q3 		$713K Sell
11,456
-9,733
-46% -$638K 0.06% 226
2021
Q2 		$1.28M Buy
21,189
+560
+3% +$35K 0.11% 189
2021
Q1 		$1.23M Buy
20,629
+20,066
+3,564% +$1.11M 0.11% 184
2020
Q4 		$31K Buy
563
+173
+44% +$9.49K ﹤0.01% 529
2020
Q3 		$20K Buy
390
+8
+2% +$447 ﹤0.01% 542
2020
Q2 		$23K Buy
382
+43
+13% +$2.55K ﹤0.01% 416
2020
Q1 		$19K Sell
339
-50
-13% -$3.29K ﹤0.01% 386
2019
Q4 		$25K Hold
389
– – ﹤0.01% 325
2019
Q3 		$26K Buy
389
+5
+1% +$316 ﹤0.01% 348
2019
Q2 		$23K Sell
384
-46
-11% -$2.69K ﹤0.01% 389
2019
Q1 		$25K Buy
430
+117
+37% +$6.66K ﹤0.01% 385
2018
Q4 		$18K Hold
313
– – ﹤0.01% 321
2018
Q3 		$17K Hold
313
– – 0.01% 232
2018
Q2 		$18K Buy
+313
New +$16.8K 0.01% 201

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

CX Institutional's EVRG Position: Q2 2026 in Review

CX Institutional increased its Evergy (EVRG) stake by 6.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 3,728 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #601.

CX Institutional first reported a position in EVRG in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.28M in Q2 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CX Institutional held 3,728 shares of Evergy worth $322K as of Q2 2026.
  • CX Institutional bought 220 Evergy shares in Q2 2026, an estimated $18.2K.
  • Evergy made up 0.01% of CX Institutional's portfolio in Q2 2026, its #601 holding.
  • CX Institutional first reported a position in Evergy in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's Evergy position peaked at $1.28M in Q2 2021.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.