Fulcrum Asset Management’s Evergy EVRG Stock Holding History

Fulcrum Asset 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	$3.83K	Sell	44 -5,236	-99%	-$434K	﹤0.01%	792
2026 Q1	$431K	Sell	5,280 -10,401	-66%	-$822K	0.07%	138
2025 Q4	$1.15M	Sell	15,681 -4,344	-22%	-$330K	0.32%	64
2025 Q3	$1.52M	Buy	20,025 +10,218	+104%	+$728K	0.42%	60
2025 Q2	$676K	Buy	+9,807	New	+$659K	0.19%	90
2022 Q1	–	Hold	0	–	–	–	212
2021 Q4	–	Hold	0	–	–	–	209
2021 Q1	–	Hold	0	–	–	–	162
2020 Q4	–	Hold	0	–	–	–	85
2020 Q3	–	Sell	-20,414	Closed	-$1.14M	–	63
2020 Q2	$1.29M	Buy	+20,414	New	+$1.21M	0.43%	86

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

Fulcrum Asset Management's EVRG Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Evergy (EVRG) stake by 99% in Q2 2026, selling an estimated $434K and leaving 44 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Fulcrum Asset Management first reported a position in EVRG in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2025. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Fulcrum Asset Management held 44 shares of Evergy worth $3.83K as of Q2 2026.
Fulcrum Asset Management sold 5,236 Evergy shares in Q2 2026, an estimated $434K.
Evergy made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #792 holding.
Fulcrum Asset Management first reported a position in Evergy in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Evergy position peaked at $1.52M in Q3 2025.
939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.