HCM
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Howard Capital Management’s Evergy EVRG Stock Holding History

Howard Capital 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 		$5.25M Sell
60,741
-63
-0.1% -$5.22K 0.06% 102
2026
Q1 		$4.98M Buy
60,804
+1
+0% +$79 0.08% 68
2025
Q4 		$4.41M Hold
60,803
– – 0.06% 104
2025
Q3 		$4.62M Sell
60,803
-6,195
-9% -$442K 0.06% 90
2025
Q2 		$4.62M Buy
66,998
+776
+1% +$52.2K 0.07% 86
2025
Q1 		$4.57M Sell
66,222
-636
-1% -$41.6K 0.11% 66
2024
Q4 		$4.12M Buy
66,858
+724
+1% +$44.8K 0.06% 92
2024
Q3 		$4.1M Buy
+66,134
New +$3.85M 0.07% 84

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

Howard Capital Management's EVRG Position: Q2 2026 in Review

Howard Capital Management reduced its Evergy (EVRG) stake by 0.1% in Q2 2026, selling an estimated $5.22K and leaving 60,741 shares worth $5.25M. The position accounts for 0.06% of the portfolio, ranked #102.

Howard Capital Management first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Howard Capital Management held 60,741 shares of Evergy worth $5.25M as of Q2 2026.
  • Howard Capital Management sold 63 Evergy shares in Q2 2026, an estimated $5.22K.
  • Evergy made up 0.06% of Howard Capital Management's portfolio in Q2 2026, its #102 holding.
  • Howard Capital Management first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.