HUB Investment Partners’s Evergy EVRG Stock Holding History

HUB Investment Partners’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	$5.26M	Buy	60,824 +491	+0.8%	+$40.7K	0.09%	170
2026 Q1	$4.94M	Sell	60,333 -9,638	-14%	-$762K	0.12%	157
2025 Q4	$5.07M	Sell	69,971 -1,158	-2%	-$87.8K	0.13%	132
2025 Q3	$5.41M	Buy	71,129 +174	+0.2%	+$12.4K	0.18%	116
2025 Q2	$4.89M	Sell	70,955 -1,236	-2%	-$83.1K	0.16%	116
2025 Q1	$4.98M	Buy	72,191 +497	+0.7%	+$32.5K	0.2%	108
2024 Q4	$4.41M	Sell	71,694 -1,572	-2%	-$97.2K	0.18%	112
2024 Q3	$4.54M	Sell	73,266 -4,729	-6%	-$275K	0.2%	110
2024 Q2	$4.13M	Sell	77,995 -10,402	-12%	-$553K	0.16%	113
2024 Q1	$4.72M	Buy	88,397 +256	+0.3%	+$13.1K	0.26%	106
2023 Q4	$4.6M	Buy	+88,141	New	+$4.44M	0.31%	87

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

HUB Investment Partners's EVRG Position: Q2 2026 in Review

HUB Investment Partners increased its Evergy (EVRG) stake by 0.81% in Q2 2026, buying an estimated $40.7K and bringing the position to 60,824 shares worth $5.26M. The position accounts for 0.09% of the portfolio, ranked #170.

HUB Investment Partners first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.41M in Q3 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

HUB Investment Partners held 60,824 shares of Evergy worth $5.26M as of Q2 2026.
HUB Investment Partners bought 491 Evergy shares in Q2 2026, an estimated $40.7K.
Evergy made up 0.09% of HUB Investment Partners's portfolio in Q2 2026, its #170 holding.
HUB Investment Partners first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
HUB Investment Partners's Evergy position peaked at $5.41M in Q3 2025.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.