EH
EVRG icon

Equitable Holdings’s Evergy EVRG Stock Holding History

Equitable Holdings’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 		$416K Sell
4,812
-828
-15% -$68.6K ﹤0.01% 1404
2026
Q1 		$417K Buy
5,640
+976
+21% +$77.1K ﹤0.01% 1328
2025
Q4 		$338K Buy
4,664
+106
+2% +$8.04K ﹤0.01% 1258
2025
Q3 		$346K Sell
4,558
-171
-4% -$12.2K ﹤0.01% 1206
2025
Q2 		$326K Sell
4,729
-216
-4% -$14.5K ﹤0.01% 1165
2025
Q1 		$341K Sell
4,945
-525
-10% -$34.4K ﹤0.01% 1048
2024
Q4 		$337K Sell
5,470
-782
-13% -$48.4K ﹤0.01% 1005
2024
Q3 		$388K Buy
6,252
+299
+5% +$17.4K ﹤0.01% 944
2024
Q2 		$315K Sell
5,953
-508
-8% -$27K ﹤0.01% 977
2024
Q1 		$345K Sell
6,461
-205
-3% -$10.5K ﹤0.01% 917
2023
Q4 		$348K Sell
6,666
-879
-12% -$44.2K ﹤0.01% 890
2023
Q3 		$383K Sell
7,545
-876
-10% -$49.7K 0.01% 805
2023
Q2 		$492K Buy
8,421
+133
+2% +$8.03K 0.01% 707
2023
Q1 		$507K Buy
8,288
+4,499
+119% +$274K 0.01% 644
2022
Q4 		$238K Buy
+3,789
New +$228K ﹤0.01% 798
2022
Q1 		– Sell
-3,949
Closed -$271K – 882
2021
Q4 		$271K Buy
+3,949
New +$257K ﹤0.01% 739

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

Equitable Holdings's EVRG Position: Q2 2026 in Review

Equitable Holdings reduced its Evergy (EVRG) stake by 15% in Q2 2026, selling an estimated $68.6K and leaving 4,812 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Equitable Holdings first reported a position in EVRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $507K in Q1 2023. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Equitable Holdings held 4,812 shares of Evergy worth $416K as of Q2 2026.
  • Equitable Holdings sold 828 Evergy shares in Q2 2026, an estimated $68.6K.
  • Evergy made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1404 holding.
  • Equitable Holdings first reported a position in Evergy in Q4 2021 and has held it in 16 quarters since.
  • Equitable Holdings's Evergy position peaked at $507K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.