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Elequin Capital’s Evergy EVRG Stock Holding History

Elequin Capital’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
-189
Closed -$15.5K – 770
2026
Q1 		$15.5K Sell
189
-267
-59% -$21.1K ﹤0.01% 285
2025
Q4 		$33.1K Buy
+456
New +$34.6K ﹤0.01% 163
2025
Q1 		– Sell
-466
Closed -$28.7K – 420
2024
Q4 		$28.7K Sell
466
-184
-28% -$11.4K ﹤0.01% 214
2024
Q3 		$40.3K Buy
+650
New +$37.8K ﹤0.01% 93
2024
Q2 		– Sell
-451
Closed -$24.1K – 236
2024
Q1 		$24.1K Buy
+451
New +$23K ﹤0.01% 47

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Elequin Capital's EVRG Position: Q2 2026 in Review

Elequin Capital sold out of Evergy (EVRG) in Q2 2026, closing a stake of 189 shares — an estimated $15.5K sold.

Elequin Capital first reported a position in EVRG in Q1 2024 and held it in 5 quarters. The position peaked at $40.3K in Q3 2024. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Elequin Capital reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Elequin Capital sold 189 Evergy shares in Q2 2026, an estimated $15.5K.
  • Elequin Capital first reported a position in Evergy in Q1 2024 and held it in 5 quarters.
  • Elequin Capital's Evergy position peaked at $40.3K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.