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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 		– Sell
-35,804
Closed -$2.93M – 244
2026
Q1 		$2.93M Buy
+35,804
New +$2.83M 0.74% 41

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 431 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.
  • 431 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.