DC Investments Management’s Evergy EVRG Stock Holding History

DC Investments 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 Q1	$2.28M	Hold	27,863	–	–	0.87%	17
2025 Q4	$2.02M	Hold	27,863	–	–	0.89%	23
2025 Q3	$2.12M	Hold	27,863	–	–	0.88%	22
2025 Q2	$1.92M	Hold	27,863	–	–	0.8%	27
2025 Q1	$1.92M	Sell	27,863 -13,759	-33%	-$900K	0.99%	32
2024 Q4	$2.56M	Buy	41,622 +12,130	+41%	+$750K	1.67%	16
2024 Q3	$1.83M	Hold	29,492	–	–	1.28%	17
2024 Q2	$1.56M	Hold	29,492	–	–	1.32%	17
2024 Q1	$1.57M	Buy	+29,492	New	+$1.51M	1.28%	15
2020 Q3	–	Sell	-6,108	Closed	-$362K	–	143
2020 Q2	$362K	Hold	6,108	–	–	0.13%	119
2020 Q1	$336K	Buy	6,108 +1,078	+21%	+$70.8K	0.27%	148
2019 Q4	$327K	Buy	+5,030	New	+$321K	0.25%	185
2019 Q2	–	Sell	-11,185	Closed	-$649K	–	343
2019 Q1	$649K	Hold	11,185	–	–	0.41%	73
2018 Q4	$635K	Sell	11,185 -4,054	-27%	-$234K	0.52%	37
2018 Q3	$837K	Sell	15,239 -5,080	-25%	-$287K	0.57%	16
2018 Q2	$1.14M	Buy	+20,319	New	+$1.09M	0.73%	3

Other funds holding EVRG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DC Investments Management's EVRG Position: Q1 2026 in Review

DC Investments Management held its Evergy (EVRG) position steady in Q1 2026 at 27,863 shares worth $2.28M. The position accounts for 0.87% of the portfolio, ranked #17.

DC Investments Management first reported a position in EVRG in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.56M in Q4 2024. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

DC Investments Management held 27,863 shares of Evergy worth $2.28M as of Q1 2026.
DC Investments Management left its Evergy share count unchanged in Q1 2026.
Evergy made up 0.87% of DC Investments Management's portfolio in Q1 2026, its #17 holding.
DC Investments Management first reported a position in Evergy in Q2 2018 and has held it in 16 quarters since.
DC Investments Management's Evergy position peaked at $2.56M in Q4 2024.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.