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Horizon Investments’s Evergy EVRG Stock Holding History

Horizon 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 		$905K Buy
10,469
+157
+2% +$13K 0.01% 764
2026
Q1 		$845K Sell
10,312
-18,658
-64% -$1.47M 0.01% 702
2025
Q4 		$2.1M Sell
28,970
-796
-3% -$60.4K 0.03% 453
2025
Q3 		$2.26M Buy
29,766
+4,014
+16% +$286K 0.03% 441
2025
Q2 		$1.78M Buy
25,752
+22,399
+668% +$1.51M 0.03% 416
2025
Q1 		$231K Buy
3,353
+158
+5% +$10.3K 0.01% 521
2024
Q4 		$197K Buy
3,195
+39
+1% +$2.41K 0.01% 546
2024
Q3 		$196K Sell
3,156
-533
-14% -$31K 0.01% 545
2024
Q2 		$195K Buy
3,689
+34
+0.9% +$1.81K 0.01% 551
2024
Q1 		$195K Buy
3,655
+94
+3% +$4.8K 0.01% 555
2023
Q4 		$186K Buy
3,561
+151
+4% +$7.6K 0.01% 542
2023
Q3 		$173K Hold
3,410
– – 0.01% 544
2023
Q2 		$199K Sell
3,410
-131
-4% -$7.91K 0.01% 517
2023
Q1 		$216K Buy
+3,541
New +$215K 0.01% 496
2022
Q2 		– Sell
-6,488
Closed -$443K – 484
2022
Q1 		$443K Buy
6,488
+1,138
+21% +$73.4K 0.01% 372
2021
Q4 		$367K Buy
5,350
+1,812
+51% +$118K 0.01% 381
2021
Q3 		$220K Sell
3,538
-890
-20% -$58.4K 0.01% 448
2021
Q2 		$268K Buy
+4,428
New +$277K 0.01% 412
2020
Q3 		– Sell
-11,400
Closed -$676K – 404
2020
Q2 		$676K Buy
+11,400
New +$675K 0.02% 293
2020
Q1 		– Sell
-10,803
Closed -$703K – 353
2019
Q4 		$703K Buy
+10,803
New +$689K 0.03% 218
2019
Q3 		– Sell
-4,806
Closed -$289K – 452
2019
Q2 		$289K Sell
4,806
-19,737
-80% -$1.15M 0.01% 399
2019
Q1 		$1.43M Buy
24,543
+1,972
+9% +$112K 0.05% 154
2018
Q4 		$1.28M Buy
+22,571
New +$1.3M 0.06% 132

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Horizon Investments's EVRG Position: Q2 2026 in Review

Horizon Investments increased its Evergy (EVRG) stake by 1.5% in Q2 2026, buying an estimated $13K and bringing the position to 10,469 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #764.

Horizon Investments first reported a position in EVRG in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.26M in Q3 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Horizon Investments held 10,469 shares of Evergy worth $905K as of Q2 2026.
  • Horizon Investments bought 157 Evergy shares in Q2 2026, an estimated $13K.
  • Evergy made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #764 holding.
  • Horizon Investments first reported a position in Evergy in Q4 2018 and has held it in 23 quarters since.
  • Horizon Investments's Evergy position peaked at $2.26M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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