Delta Asset Management’s Evergy EVRG Stock Holding History

Delta Asset 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	$52.3K	Hold	605	–	–	﹤0.01%	260
2026 Q1	$49.6K	Hold	605	–	–	﹤0.01%	272
2025 Q4	$43.9K	Hold	605	–	–	﹤0.01%	282
2025 Q3	$46K	Hold	605	–	–	﹤0.01%	279
2025 Q2	$41.7K	Hold	605	–	–	﹤0.01%	283
2025 Q1	$41.7K	Hold	605	–	–	﹤0.01%	278
2024 Q4	$37.2K	Hold	605	–	–	﹤0.01%	297
2024 Q3	$37.5K	Sell	605 -250	-29%	-$14.5K	﹤0.01%	303
2024 Q2	$45.3K	Sell	855 -150	-15%	-$7.98K	﹤0.01%	273
2024 Q1	$53.6K	Sell	1,005 -25	-2%	-$1.28K	﹤0.01%	252
2023 Q4	$53.8K	Sell	1,030 -250	-20%	-$12.6K	0.01%	251
2023 Q3	$64.9K	Hold	1,280	–	–	0.01%	222
2023 Q2	$74.8K	Sell	1,280 -52	-4%	-$3.14K	0.01%	219
2023 Q1	$81.4K	Hold	1,332	–	–	0.01%	196
2022 Q4	$83.8K	Buy	+1,332	New	+$80K	0.01%	188
2022 Q1	–	Sell	-780	Closed	-$54K	–	280
2021 Q4	$54K	Hold	780	–	–	﹤0.01%	240
2021 Q3	$49K	Hold	780	–	–	﹤0.01%	238
2021 Q2	$47K	Hold	780	–	–	﹤0.01%	250
2021 Q1	$46K	Hold	780	–	–	﹤0.01%	246
2020 Q4	$43K	Hold	780	–	–	﹤0.01%	244
2020 Q3	$40K	Hold	780	–	–	﹤0.01%	241
2020 Q2	$46K	Sell	780 -30	-4%	-$1.78K	0.01%	227
2020 Q1	$45K	Hold	810	–	–	0.01%	219
2019 Q4	$53K	Hold	810	–	–	0.01%	235
2019 Q3	$54K	Hold	810	–	–	0.01%	229
2019 Q2	$49K	Hold	810	–	–	0.01%	225
2019 Q1	$47K	Hold	810	–	–	0.01%	218
2018 Q4	$46K	Hold	810	–	–	0.01%	237
2018 Q3	$44K	Buy	810 +560	+224%	+$31.7K	0.01%	257
2018 Q2	$14K	Buy	+250	New	+$13.4K	﹤0.01%	403

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Delta Asset Management's EVRG Position: Q2 2026 in Review

Delta Asset Management held its Evergy (EVRG) position steady in Q2 2026 at 605 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Delta Asset Management first reported a position in EVRG in Q2 2018 and has held it in 30 quarters since. The position peaked at $83.8K in Q4 2022. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Delta Asset Management held 605 shares of Evergy worth $52.3K as of Q2 2026.
Delta Asset Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #260 holding.
Delta Asset Management first reported a position in Evergy in Q2 2018 and has held it in 30 quarters since.
Delta Asset Management's Evergy position peaked at $83.8K in Q4 2022.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.