ECM
EVRG icon

Evergreen Capital Management’s Evergy EVRG Stock Holding History

Evergreen 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 		$746K Sell
8,631
-902
-9% -$74.7K 0.01% 678
2026
Q1 		$781K Buy
9,533
+431
+5% +$34.1K 0.02% 578
2025
Q4 		$660K Buy
9,102
+32
+0.4% +$2.43K 0.01% 598
2025
Q3 		$690K Hold
9,070
– – 0.02% 512
2025
Q2 		$625K Buy
9,070
+460
+5% +$30.9K 0.02% 478
2025
Q1 		$594K Buy
8,610
+973
+13% +$63.7K 0.02% 447
2024
Q4 		$470K Buy
7,637
+77
+1% +$4.76K 0.02% 535
2024
Q3 		$469K Hold
7,560
– – 0.02% 528
2024
Q2 		$400K Buy
7,560
+1,098
+17% +$58.4K 0.01% 535
2024
Q1 		$345K Buy
6,462
+1,494
+30% +$76.3K 0.01% 582
2023
Q4 		$259K Buy
+4,968
New +$250K 0.01% 661

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

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

Evergreen Capital Management reduced its Evergy (EVRG) stake by 9.5% in Q2 2026, selling an estimated $74.7K and leaving 8,631 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #678.

Evergreen Capital Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $781K in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Evergreen Capital Management held 8,631 shares of Evergy worth $746K as of Q2 2026.
  • Evergreen Capital Management sold 902 Evergy shares in Q2 2026, an estimated $74.7K.
  • Evergy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #678 holding.
  • Evergreen Capital Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Capital Management's Evergy position peaked at $781K in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.