Guggenheim Capital’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.4M Sell
189,555
-29,230
-13% -$2.42M 0.1% 183
2026
Q1
$17.9M Sell
218,785
-4,509
-2% -$356K 0.14% 150
2025
Q4
$16.2M Sell
223,294
-25,608
-10% -$1.94M 0.12% 167
2025
Q3
$18.9M Buy
248,902
+20,482
+9% +$1.46M 0.14% 139
2025
Q2
$15.7M Sell
228,420
-2,247
-1% -$151K 0.13% 166
2025
Q1
$15.9M Buy
230,667
+24,312
+12% +$1.59M 0.15% 143
2024
Q4
$12.7M Sell
206,355
-231,526
-53% -$14.3M 0.1% 197
2024
Q3
$27.2M Sell
437,881
-23,363
-5% -$1.36M 0.19% 99
2024
Q2
$24.4M Sell
461,244
-17,572
-4% -$935K 0.17% 106
2024
Q1
$25.6M Sell
478,816
-12,642
-3% -$646K 0.18% 109
2023
Q4
$25.7M Buy
491,458
+43,981
+10% +$2.21M 0.19% 104
2023
Q3
$22.7M Buy
447,477
+154,418
+53% +$8.77M 0.2% 102
2023
Q2
$17.1M Buy
293,059
+3,688
+1% +$223K 0.13% 153
2023
Q1
$17.7M Buy
289,371
+11,911
+4% +$725K 0.15% 140
2022
Q4
$17.5M Buy
277,460
+37,553
+16% +$2.26M 0.15% 153
2022
Q3
$14.3M Buy
239,907
+54,579
+29% +$3.67M 0.13% 180
2022
Q2
$12.1M Sell
185,328
-72,586
-28% -$4.92M 0.1% 248
2022
Q1
$17.6M Buy
257,914
+132,271
+105% +$8.53M 0.11% 221
2021
Q4
$8.62M Buy
125,643
+2,855
+2% +$186K 0.05% 484
2021
Q3
$7.64M Buy
122,788
+20,214
+20% +$1.33M 0.05% 487
2021
Q2
$6.2M Sell
102,574
-13,811
-12% -$864K 0.04% 593
2021
Q1
$6.93M Buy
116,385
+6,629
+6% +$367K 0.05% 492
2020
Q4
$6.09M Sell
109,756
-4,618
-4% -$253K 0.04% 501
2020
Q3
$5.81M Buy
114,374
+15,692
+16% +$877K 0.04% 471
2020
Q2
$5.85M Buy
98,682
+5,617
+6% +$333K 0.05% 455
2020
Q1
$5.12M Sell
93,065
-51,795
-36% -$3.4M 0.05% 432
2019
Q4
$9.43M Buy
144,860
+48,534
+50% +$3.1M 0.07% 339
2019
Q3
$6.41M Sell
96,326
-4,847
-5% -$307K 0.05% 476
2019
Q2
$6.08M Sell
101,173
-10,290
-9% -$602K 0.05% 496
2019
Q1
$6.47M Buy
111,463
+13,863
+14% +$789K 0.05% 487
2018
Q4
$5.54M Sell
97,600
-3,305
-3% -$191K 0.05% 509
2018
Q3
$5.54M Sell
100,905
-2,451
-2% -$139K 0.04% 659
2018
Q2
$5.81M Buy
+103,356
New +$5.54M 0.04% 620

Other funds holding EVRG

Guggenheim Capital's EVRG Position: Q2 2026 in Review

Guggenheim Capital reduced its Evergy (EVRG) stake by 13% in Q2 2026, selling an estimated $2.42M and leaving 189,555 shares worth $16.4M. The position accounts for 0.1% of the portfolio, ranked #183.

Guggenheim Capital first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $27.2M in Q3 2024. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Guggenheim Capital held 189,555 shares of Evergy worth $16.4M as of Q2 2026.
  • Guggenheim Capital sold 29,230 Evergy shares in Q2 2026, an estimated $2.42M.
  • Evergy made up 0.1% of Guggenheim Capital's portfolio in Q2 2026, its #183 holding.
  • Guggenheim Capital first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • Guggenheim Capital's Evergy position peaked at $27.2M in Q3 2024.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.