GIM
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Goelzer Investment Management’s Evergy EVRG Stock Holding History

Goelzer Investment 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 		$1.25M Sell
14,449
-805
-5% -$66.6K 0.05% 161
2026
Q1 		$1.25M Buy
15,254
+454
+3% +$35.9K 0.06% 156
2025
Q4 		$1.07M Buy
+14,800
New +$1.12M 0.05% 159

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Goelzer Investment Management's EVRG Position: Q2 2026 in Review

Goelzer Investment Management reduced its Evergy (EVRG) stake by 5.3% in Q2 2026, selling an estimated $66.6K and leaving 14,449 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #161.

Goelzer Investment Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Goelzer Investment Management held 14,449 shares of Evergy worth $1.25M as of Q2 2026.
  • Goelzer Investment Management sold 805 Evergy shares in Q2 2026, an estimated $66.6K.
  • Evergy made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #161 holding.
  • Goelzer Investment Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's Evergy position peaked at $1.25M in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.