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Hennion & Walsh Asset Management’s Evergy EVRG Stock Holding History

Hennion & Walsh 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 		$2.46M Buy
28,446
+3,923
+16% +$325K 0.07% 332
2026
Q1 		$2.01M Buy
24,523
+4,199
+21% +$332K 0.07% 354
2025
Q4 		$1.47M Sell
20,324
-3,788
-16% -$287K 0.05% 414
2025
Q3 		$1.83M Buy
24,112
+3,965
+20% +$283K 0.07% 368
2025
Q2 		$1.39M Buy
20,147
+3,428
+21% +$230K 0.06% 409
2025
Q1 		$1.15M Buy
16,719
+6,027
+56% +$394K 0.05% 442
2024
Q4 		$658K Buy
10,692
+2,004
+23% +$124K 0.03% 566
2024
Q3 		$539K Buy
8,688
+950
+12% +$55.3K 0.03% 596
2024
Q2 		$410K Sell
7,738
-5,380
-41% -$286K 0.02% 648
2024
Q1 		$700K Sell
13,118
-167
-1% -$8.53K 0.04% 495
2023
Q4 		$693K Buy
13,285
+198
+2% +$9.96K 0.04% 487
2023
Q3 		$664K Buy
13,087
+2,874
+28% +$163K 0.04% 450
2023
Q2 		$597K Buy
10,213
+1,533
+18% +$92.6K 0.04% 467
2023
Q1 		$531K Buy
8,680
+2,239
+35% +$136K 0.03% 496
2022
Q4 		$405K Sell
6,441
-162
-2% -$9.73K 0.03% 545
2022
Q3 		$392K Sell
6,603
-141
-2% -$9.49K 0.03% 537
2022
Q2 		$440K Buy
6,744
+1,441
+27% +$97.7K 0.03% 518
2022
Q1 		$362K Buy
+5,303
New +$342K 0.02% 596

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management's EVRG Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Evergy (EVRG) stake by 16% in Q2 2026, buying an estimated $325K and bringing the position to 28,446 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #332.

Hennion & Walsh Asset Management first reported a position in EVRG in Q1 2022 and has held it in 18 quarters since. 128 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Hennion & Walsh Asset Management held 28,446 shares of Evergy worth $2.46M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 3,923 Evergy shares in Q2 2026, an estimated $325K.
  • Evergy made up 0.07% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #332 holding.
  • Hennion & Walsh Asset Management first reported a position in Evergy in Q1 2022 and has held it in 18 quarters since.
  • 128 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.