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EVRG icon

Harbour Investments’s Evergy EVRG Stock Holding History

Harbour Investments’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 		$560K Sell
6,483
-699
-10% -$57.9K 0.01% 1071
2026
Q1 		$588K Buy
7,182
+5,719
+391% +$452K 0.01% 981
2025
Q4 		$106K Sell
1,463
-74
-5% -$5.61K ﹤0.01% 1604
2025
Q3 		$117K Buy
1,537
+144
+10% +$10.3K ﹤0.01% 1515
2025
Q2 		$96K Buy
1,393
+30
+2% +$2.02K ﹤0.01% 1526
2025
Q1 		$94K Sell
1,363
-106
-7% -$6.94K ﹤0.01% 1463
2024
Q4 		$90.4K Sell
1,469
-87
-6% -$5.38K ﹤0.01% 1414
2024
Q3 		$96.5K Buy
1,556
+63
+4% +$3.67K ﹤0.01% 1337
2024
Q2 		$79.1K Buy
1,493
+236
+19% +$12.6K ﹤0.01% 1338
2024
Q1 		$67.1K Sell
1,257
-10
-0.8% -$511 ﹤0.01% 1389
2023
Q4 		$66.1K Buy
1,267
+335
+36% +$16.9K ﹤0.01% 1317
2023
Q3 		$47.3K Sell
932
-67
-7% -$3.8K ﹤0.01% 1376
2023
Q2 		$58.3K Buy
999
+68
+7% +$4.11K ﹤0.01% 1289
2023
Q1 		$56.9K Buy
931
+23
+3% +$1.4K ﹤0.01% 1295
2022
Q4 		$57.2K Buy
908
+437
+93% +$26.2K ﹤0.01% 1241
2022
Q3 		$31K Hold
471
– – ﹤0.01% 1459
2022
Q2 		$31K Buy
+471
New +$31.9K ﹤0.01% 1459
2021
Q4 		$32K Sell
461
-3,751
-89% -$244K ﹤0.01% 1452
2021
Q3 		$262K Sell
4,212
-3,021
-42% -$198K 0.01% 890
2021
Q2 		$437K Buy
7,233
+1,315
+22% +$82.3K 0.01% 731
2021
Q1 		$352K Buy
+5,918
New +$328K 0.01% 735

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

Harbour Investments's EVRG Position: Q2 2026 in Review

Harbour Investments reduced its Evergy (EVRG) stake by 9.7% in Q2 2026, selling an estimated $57.9K and leaving 6,483 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #1071.

Harbour Investments first reported a position in EVRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $588K in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Harbour Investments held 6,483 shares of Evergy worth $560K as of Q2 2026.
  • Harbour Investments sold 699 Evergy shares in Q2 2026, an estimated $57.9K.
  • Evergy made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1071 holding.
  • Harbour Investments first reported a position in Evergy in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Evergy position peaked at $588K in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.