Davis Capital Management’s Evergy EVRG Stock Holding History

Davis Capital 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	$1.78M	Buy	20,624 +1,819	+10%	+$151K	1.06%	25
2026 Q1	$1.54M	Buy	18,805 +710	+4%	+$56.1K	1.04%	27
2025 Q4	$1.31M	Sell	18,095 -48	-0.3%	-$3.64K	0.9%	33
2025 Q3	$1.38M	Buy	+18,143	New	+$1.29M	0.96%	32
2025 Q1	$1.13M	Buy	16,340 +5,292	+48%	+$346K	0.9%	35
2024 Q4	$680K	Buy	+11,048	New	+$683K	0.55%	51

Other funds holding EVRG

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Davis Capital Management's EVRG Position: Q2 2026 in Review

Davis Capital Management increased its Evergy (EVRG) stake by 9.7% in Q2 2026, buying an estimated $151K and bringing the position to 20,624 shares worth $1.78M. The position accounts for 1.06% of the portfolio, ranked #25.

Davis Capital Management first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Davis Capital Management held 20,624 shares of Evergy worth $1.78M as of Q2 2026.
Davis Capital Management bought 1,819 Evergy shares in Q2 2026, an estimated $151K.
Evergy made up 1.06% of Davis Capital Management's portfolio in Q2 2026, its #25 holding.
Davis Capital Management first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.