Holocene Advisors
EVRG icon

Holocene Advisors’s Evergy EVRG Stock Holding History

Holocene Advisors’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 		$1.5M Buy
+17,339
New +$1.44M ﹤0.01% 628
2024
Q2 		– Sell
-209,388
Closed -$11.2M – 746
2024
Q1 		$11.2M Buy
209,388
+128,702
+160% +$6.58M 0.04% 259
2023
Q4 		$4.21M Buy
80,686
+24,660
+44% +$1.24M 0.02% 383
2023
Q3 		$2.84M Buy
56,026
+9,496
+20% +$539K 0.01% 503
2023
Q2 		$2.72M Buy
46,530
+15,631
+51% +$944K 0.01% 482
2023
Q1 		$1.89M Sell
30,899
-17,084
-36% -$1.04M 0.01% 473
2022
Q4 		$3.02M Sell
47,983
-1,915
-4% -$115K 0.02% 359
2022
Q3 		$2.96M Sell
49,898
-11,770
-19% -$792K 0.02% 346
2022
Q2 		$4.02M Buy
+61,668
New +$4.18M 0.02% 383
2021
Q3 		– Sell
-15,246
Closed -$921K – 857
2021
Q2 		$921K Sell
15,246
-26,629
-64% -$1.67M 0.01% 671
2021
Q1 		$2.49M Buy
+41,875
New +$2.32M 0.02% 532

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

Holocene Advisors's EVRG Position: Q2 2026 in Review

Holocene Advisors opened a new position in Evergy (EVRG) in Q2 2026: 17,339 shares worth $1.5M. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in EVRG as recently as Q1 2024.

Holocene Advisors first reported a position in EVRG in Q1 2021 and has held it in 11 quarters since. The position peaked at $11.2M in Q1 2024. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Holocene Advisors held 17,339 shares of Evergy worth $1.5M as of Q2 2026.
  • Evergy was a new Holocene Advisors position in Q2 2026.
  • Evergy made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #628 holding.
  • Holocene Advisors first reported a position in Evergy in Q1 2021 and has held it in 11 quarters since.
  • Holocene Advisors's Evergy position peaked at $11.2M in Q1 2024.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.