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Edgestream Partners’s Evergy EVRG Stock Holding History

Edgestream Partners’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 		$13.4M Sell
155,455
-28,837
-16% -$2.39M 0.4% 17
2026
Q1 		$15.1M Buy
184,292
+25,065
+16% +$1.98M 0.5% 5
2025
Q4 		$11.5M Buy
159,227
+129,739
+440% +$9.84M 0.32% 46
2025
Q3 		$2.24M Buy
+29,488
New +$2.1M 0.07% 499
2024
Q4 		– Sell
-141,155
Closed -$8.75M – 925
2024
Q3 		$8.75M Buy
141,155
+122,512
+657% +$7.13M 0.38% 17
2024
Q2 		$988K Sell
18,643
-10,172
-35% -$541K 0.05% 526
2024
Q1 		$1.54M Sell
28,815
-12,969
-31% -$663K 0.08% 403
2023
Q4 		$2.18M Buy
41,784
+18,222
+77% +$917K 0.16% 218
2023
Q3 		$1.19M Sell
23,562
-32,966
-58% -$1.87M 0.1% 342
2023
Q2 		$3.3M Buy
+56,528
New +$3.41M 0.3% 64

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Edgestream Partners's EVRG Position: Q2 2026 in Review

Edgestream Partners reduced its Evergy (EVRG) stake by 16% in Q2 2026, selling an estimated $2.39M and leaving 155,455 shares worth $13.4M. The position accounts for 0.4% of the portfolio, ranked #17.

Edgestream Partners first reported a position in EVRG in Q2 2023 and has held it in 10 quarters since. The position peaked at $15.1M in Q1 2026. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Edgestream Partners held 155,455 shares of Evergy worth $13.4M as of Q2 2026.
  • Edgestream Partners sold 28,837 Evergy shares in Q2 2026, an estimated $2.39M.
  • Evergy made up 0.4% of Edgestream Partners's portfolio in Q2 2026, its #17 holding.
  • Edgestream Partners first reported a position in Evergy in Q2 2023 and has held it in 10 quarters since.
  • Edgestream Partners's Evergy position peaked at $15.1M in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.