Dockside LLC’s Evergy EVRG Stock Holding History

Dockside LLC’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	$3.82M	Buy	+44,216	New	+$3.66M	0.89%	30
2026 Q1	–	Sell	-43,210	Closed	-$3.41M	–	238
2025 Q4	$3.13M	Buy	+43,210	New	+$3.28M	0.8%	35

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

Dockside LLC's EVRG Position: Q2 2026 in Review

Dockside LLC opened a new position in Evergy (EVRG) in Q2 2026: 44,216 shares worth $3.82M. The stake represents 0.89% of the portfolio and ranks #30 among its holdings. This is a return to the name: Dockside LLC previously reported a position in EVRG as recently as Q4 2025.

Dockside LLC first reported a position in EVRG in Q4 2025 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Dockside LLC held 44,216 shares of Evergy worth $3.82M as of Q2 2026.
Evergy was a new Dockside LLC position in Q2 2026.
Evergy made up 0.89% of Dockside LLC's portfolio in Q2 2026, its #30 holding.
Dockside LLC first reported a position in Evergy in Q4 2025 and has held it in 2 quarters since.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.