Dimensional Fund Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $121M | Buy |
1,402,663
+29,372
| +2% | +$2.43M | 0.02% | 1036 |
|
|
2026
Q1 | $112M | Buy |
1,373,291
+25,881
| +2% | +$2.05M | 0.02% | 988 |
|
|
2025
Q4 | $97.7M | Buy |
1,347,410
+19,042
| +1% | +$1.44M | 0.02% | 1087 |
|
|
2025
Q3 | $101M | Buy |
1,328,368
+4,144
| +0.3% | +$295K | 0.02% | 1053 |
|
|
2025
Q2 | $91.3M | Buy |
1,324,224
+15,140
| +1% | +$1.02M | 0.02% | 1082 |
|
|
2025
Q1 | $90.3M | Buy |
1,309,084
+13,397
| +1% | +$877K | 0.02% | 1066 |
|
|
2024
Q4 | $79.7M | Buy |
1,295,687
+19,584
| +2% | +$1.21M | 0.02% | 1220 |
|
|
2024
Q3 | $79.1M | Buy |
1,276,103
+39,760
| +3% | +$2.31M | 0.02% | 1215 |
|
|
2024
Q2 | $65.5M | Buy |
1,236,343
+83,035
| +7% | +$4.42M | 0.02% | 1278 |
|
|
2024
Q1 | $61.6M | Buy |
1,153,308
+149,155
| +15% | +$7.62M | 0.02% | 1319 |
|
|
2023
Q4 | $52.4M | Buy |
1,004,153
+48,194
| +5% | +$2.43M | 0.02% | 1401 |
|
|
2023
Q3 | $48.5M | Buy |
955,959
+38,089
| +4% | +$2.16M | 0.02% | 1367 |
|
|
2023
Q2 | $53.6M | Buy |
917,870
+25,898
| +3% | +$1.56M | 0.02% | 1310 |
|
|
2023
Q1 | $54.5M | Buy |
+891,972
| New | +$54.3M | 0.02% | 1254 |
|
|
2022
Q3 | $52.9M | Buy |
890,990
+12,190
| +1% | +$820K | 0.02% | 1180 |
|
|
2022
Q2 | $57.3M | Buy |
878,800
+1,866
| +0.2% | +$127K | 0.02% | 1181 |
|
|
2022
Q1 | $59.9M | Sell |
876,934
-8,740
| -1% | -$564K | 0.02% | 1260 |
|
|
2021
Q4 | $60.8M | Sell |
885,674
-54,598
| -6% | -$3.55M | 0.02% | 1271 |
|
|
2021
Q3 | $58.5M | Sell |
940,272
-1,135
| -0.1% | -$74.4K | 0.02% | 1278 |
|
|
2021
Q2 | $56.9M | Buy |
941,407
+22,228
| +2% | +$1.39M | 0.02% | 1330 |
|
|
2021
Q1 | $54.7M | Buy |
919,179
+11,931
| +1% | +$660K | 0.02% | 1369 |
|
|
2020
Q4 | $50.4M | Buy |
907,248
+1,902
| +0.2% | +$104K | 0.02% | 1363 |
|
|
2020
Q3 | $46M | Buy |
905,346
+19,335
| +2% | +$1.08M | 0.02% | 1273 |
|
|
2020
Q2 | $52.5M | Sell |
886,011
-43,809
| -5% | -$2.59M | 0.02% | 1158 |
|
|
2020
Q1 | $51.2M | Sell |
929,820
-59,478
| -6% | -$3.91M | 0.03% | 1014 |
|
|
2019
Q4 | $64.4M | Sell |
989,298
-3,669
| -0.4% | -$234K | 0.02% | 1183 |
|
|
2019
Q3 | $66.1M | Sell |
992,967
-86,843
| -8% | -$5.49M | 0.03% | 1090 |
|
|
2019
Q2 | $65M | Buy |
1,079,810
+5,407
| +0.5% | +$316K | 0.03% | 1136 |
|
|
2019
Q1 | $62.4M | Sell |
1,074,403
-6,065
| -0.6% | -$345K | 0.02% | 1155 |
|
|
2018
Q4 | $61.3M | Buy |
1,080,468
+22,091
| +2% | +$1.28M | 0.03% | 1012 |
|
|
2018
Q3 | $58.1M | Sell |
1,058,377
-89,118
| -8% | -$5.04M | 0.02% | 1295 |
|
|
2018
Q2 | $64.4M | Buy |
+1,147,495
| New | +$61.5M | 0.03% | 1108 |
|
Other funds holding EVRG
Dimensional Fund Advisors's EVRG Position: Q2 2026 in Review
Dimensional Fund Advisors increased its Evergy (EVRG) stake by 2.1% in Q2 2026, buying an estimated $2.43M and bringing the position to 1,402,663 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #1036.
Dimensional Fund Advisors first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Dimensional Fund Advisors held 1,402,663 shares of Evergy worth $121M as of Q2 2026.
- Dimensional Fund Advisors bought 29,372 Evergy shares in Q2 2026, an estimated $2.43M.
- Evergy made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1036 holding.
- Dimensional Fund Advisors first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.