EI
EVRG icon

Ethic Inc’s Evergy EVRG Stock Holding History

Ethic Inc’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 		$4.78M Buy
55,341
+37,620
+212% +$3.11M 0.06% 313
2026
Q1 		$1.45M Buy
17,721
+42
+0.2% +$3.32K 0.02% 542
2025
Q4 		$1.28M Buy
17,679
+17
+0.1% +$1.29K 0.02% 568
2025
Q3 		$1.34M Buy
17,662
+237
+1% +$16.9K 0.02% 545
2025
Q2 		$1.19M Buy
17,425
+332
+2% +$22.3K 0.02% 566
2025
Q1 		$1.18M Buy
17,093
+1,364
+9% +$89.3K 0.02% 555
2024
Q4 		$968K Buy
15,729
+3,691
+31% +$228K 0.02% 615
2024
Q3 		$643K Sell
12,038
-165
-1% -$9.6K 0.02% 703
2024
Q2 		$646K Buy
12,203
+165
+1% +$8.78K 0.02% 694
2024
Q1 		$643K Buy
+12,038
New +$615K 0.02% 702

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

Ethic Inc's EVRG Position: Q2 2026 in Review

Ethic Inc increased its Evergy (EVRG) stake by 212% in Q2 2026, buying an estimated $3.11M and bringing the position to 55,341 shares worth $4.78M. The position accounts for 0.06% of the portfolio, ranked #313.

Ethic Inc first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ethic Inc held 55,341 shares of Evergy worth $4.78M as of Q2 2026.
  • Ethic Inc bought 37,620 Evergy shares in Q2 2026, an estimated $3.11M.
  • Evergy made up 0.06% of Ethic Inc's portfolio in Q2 2026, its #313 holding.
  • Ethic Inc first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.