Icon Advisers’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.57M | Sell |
41,300
-2,500
| -6% | -$207K | 0.67% | 54 |
|
|
2026
Q1 | $3.59M | Sell |
43,800
-5,000
| -10% | -$395K | 0.83% | 42 |
|
|
2025
Q4 | $3.54M | Hold |
48,800
| – | – | 0.76% | 45 |
|
|
2025
Q3 | $3.71M | Hold |
48,800
| – | – | 0.81% | 41 |
|
|
2025
Q2 | $3.36M | Hold |
48,800
| – | – | 0.77% | 45 |
|
|
2025
Q1 | $3.36M | Hold |
48,800
| – | – | 0.79% | 46 |
|
|
2024
Q4 | $3M | Buy |
48,800
+3,500
| +8% | +$216K | 0.68% | 59 |
|
|
2024
Q3 | $2.81M | Hold |
45,300
| – | – | 0.59% | 68 |
|
|
2024
Q2 | $2.39M | Hold |
45,300
| – | – | 0.54% | 86 |
|
|
2024
Q1 | $2.39M | Sell |
45,300
-3,100
| -6% | -$158K | 0.52% | 81 |
|
|
2023
Q4 | $2.53M | Sell |
48,400
-11,200
| -19% | -$564K | 0.58% | 71 |
|
|
2023
Q3 | $3.02M | Hold |
59,600
| – | – | 0.75% | 43 |
|
|
2023
Q2 | $3.48M | Hold |
59,600
| – | – | 0.89% | 33 |
|
|
2023
Q1 | $3.64M | Hold |
59,600
| – | – | 0.93% | 32 |
|
|
2022
Q4 | $3.75M | Buy |
59,600
+4,200
| +8% | +$252K | 0.96% | 34 |
|
|
2022
Q3 | $3.29M | Sell |
55,400
-1,100
| -2% | -$74K | 0.9% | 36 |
|
|
2022
Q2 | $3.69M | Hold |
56,500
| – | – | 0.85% | 43 |
|
|
2022
Q1 | $3.86M | Hold |
56,500
| – | – | 0.66% | 55 |
|
|
2021
Q4 | $3.88M | Hold |
56,500
| – | – | 0.62% | 60 |
|
|
2021
Q3 | $3.51M | Hold |
56,500
| – | – | 0.6% | 62 |
|
|
2021
Q2 | $3.41M | Buy |
56,500
+15,000
| +36% | +$938K | 0.56% | 66 |
|
|
2021
Q1 | $2.47M | Hold |
41,500
| – | – | 0.39% | 95 |
|
|
2020
Q4 | $2.3M | Sell |
41,500
-1,800
| -4% | -$98.8K | 0.42% | 84 |
|
|
2020
Q3 | $2.2M | Sell |
43,300
-6,700
| -13% | -$375K | 0.43% | 88 |
|
|
2020
Q2 | $2.96M | Hold |
50,000
| – | – | 0.58% | 53 |
|
|
2020
Q1 | $2.75M | Hold |
50,000
| – | – | 0.6% | 53 |
|
|
2019
Q4 | $3.25M | Hold |
50,000
| – | – | 0.46% | 71 |
|
|
2019
Q3 | $3.33M | Sell |
50,000
-6,800
| -12% | -$430K | 0.49% | 63 |
|
|
2019
Q2 | $3.42M | Hold |
56,800
| – | – | 0.32% | 81 |
|
|
2019
Q1 | $3.3M | Buy |
56,800
+26,100
| +85% | +$1.49M | 0.33% | 81 |
|
|
2018
Q4 | $1.74M | Buy |
30,700
+8,500
| +38% | +$491K | 0.18% | 130 |
|
|
2018
Q3 | $1.22M | Sell |
22,200
-6,000
| -21% | -$339K | 0.1% | 191 |
|
|
2018
Q2 | $1.58M | Buy |
+28,200
| New | +$1.51M | 0.12% | 159 |
|
Other funds holding EVRG
Icon Advisers's EVRG Position: Q2 2026 in Review
Icon Advisers reduced its Evergy (EVRG) stake by 5.7% in Q2 2026, selling an estimated $207K and leaving 41,300 shares worth $3.57M. The position accounts for 0.67% of the portfolio, ranked #54.
Icon Advisers first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.88M in Q4 2021. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Icon Advisers held 41,300 shares of Evergy worth $3.57M as of Q2 2026.
- Icon Advisers sold 2,500 Evergy shares in Q2 2026, an estimated $207K.
- Evergy made up 0.67% of Icon Advisers's portfolio in Q2 2026, its #54 holding.
- Icon Advisers first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- Icon Advisers's Evergy position peaked at $3.88M in Q4 2021.
- 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.