GSEP
EVRG icon

Golden State Equity Partners’s Evergy EVRG Stock Holding History

Golden State Equity Partners’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 		– Sell
-8,161
Closed -$669K – 793
2026
Q1 		$669K Buy
8,161
+4,005
+96% +$316K 0.05% 374
2025
Q4 		$301K Sell
4,156
-216
-5% -$16.4K 0.05% 392
2025
Q3 		$332K Sell
4,372
-112
-2% -$7.98K 0.06% 339
2025
Q2 		$309K Sell
4,484
-108
-2% -$7.26K 0.06% 334
2025
Q1 		$317K Buy
4,592
+642
+16% +$42K 0.06% 325
2024
Q4 		$243K Hold
3,950
– – 0.05% 373
2024
Q3 		$245K Hold
3,950
– – 0.04% 373
2024
Q2 		$209K Buy
+3,950
New +$210K 0.04% 377
2023
Q4 		$211K Buy
4,050
+39
+1% +$1.96K 0.05% 335
2023
Q3 		$203K Buy
4,011
+12
+0.3% +$681 0.06% 312
2023
Q2 		$234K Buy
+3,999
New +$242K 0.07% 316

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

Golden State Equity Partners's EVRG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Evergy (EVRG) in Q2 2026, closing a stake of 8,161 shares — an estimated $669K sold.

Golden State Equity Partners first reported a position in EVRG in Q2 2023 and held it in 11 quarters. The position peaked at $669K in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 8,161 Evergy shares in Q2 2026, an estimated $669K.
  • Golden State Equity Partners first reported a position in Evergy in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's Evergy position peaked at $669K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.