Everence Capital Management’s Evergy EVRG Stock Holding History

Everence Capital Management’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	$739K	Hold	8,550	–	–	0.04%	319
2026 Q1	$700K	Hold	8,550	–	–	0.04%	299
2025 Q4	$620K	Buy	8,550 +4,830	+130%	+$366K	0.04%	329
2025 Q3	$283K	Hold	3,720	–	–	0.02%	630
2025 Q2	$256K	Hold	3,720	–	–	0.02%	648
2025 Q1	$256K	Hold	3,720	–	–	0.02%	635
2024 Q4	$229K	Buy	+3,720	New	+$230K	0.01%	720
2020 Q3	–	Sell	-5,670	Closed	-$350K	–	698
2020 Q2	$350K	Hold	5,670	–	–	0.04%	407
2020 Q1	$312K	Hold	5,670	–	–	0.04%	368
2019 Q4	$369K	Hold	5,670	–	–	0.06%	402
2019 Q3	$377K	Hold	5,670	–	–	0.06%	351
2019 Q2	$341K	Hold	5,670	–	–	0.06%	388
2019 Q1	$329K	Buy	+5,670	New	+$323K	0.06%	374

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Everence Capital Management's EVRG Position: Q2 2026 in Review

Everence Capital Management held its Evergy (EVRG) position steady in Q2 2026 at 8,550 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #319.

Everence Capital Management first reported a position in EVRG in Q1 2019 and has held it in 13 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Everence Capital Management held 8,550 shares of Evergy worth $739K as of Q2 2026.
Everence Capital Management left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.04% of Everence Capital Management's portfolio in Q2 2026, its #319 holding.
Everence Capital Management first reported a position in Evergy in Q1 2019 and has held it in 13 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.