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IEQ Capital’s Evergy EVRG Stock Holding History

IEQ Capital’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 		$814K Buy
+9,423
New +$780K ﹤0.01% 1202
2025
Q3 		– Sell
-3,303
Closed -$228K – 1918
2025
Q2 		$228K Sell
3,303
-32,412
-91% -$2.18M ﹤0.01% 1548
2025
Q1 		$2.46M Buy
35,715
+8,932
+33% +$585K 0.02% 529
2024
Q4 		$1.65M Buy
26,783
+8,159
+44% +$505K 0.02% 544
2024
Q3 		$1.15M Buy
18,624
+3,391
+22% +$197K 0.01% 497
2024
Q2 		$807K Buy
15,233
+6,101
+67% +$325K 0.01% 529
2024
Q1 		$487K Buy
9,132
+1,495
+20% +$76.4K 0.01% 625
2023
Q4 		$399K Buy
+7,637
New +$384K 0.01% 641
2023
Q2 		– Sell
-4,163
Closed -$254K – 922
2023
Q1 		$254K Buy
+4,163
New +$253K 0.01% 765

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

IEQ Capital's EVRG Position: Q2 2026 in Review

IEQ Capital opened a new position in Evergy (EVRG) in Q2 2026: 9,423 shares worth $814K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: IEQ Capital previously reported a position in EVRG as recently as Q2 2025.

IEQ Capital first reported a position in EVRG in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.46M in Q1 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • IEQ Capital held 9,423 shares of Evergy worth $814K as of Q2 2026.
  • Evergy was a new IEQ Capital position in Q2 2026.
  • Evergy made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1202 holding.
  • IEQ Capital first reported a position in Evergy in Q1 2023 and has held it in 9 quarters since.
  • IEQ Capital's Evergy position peaked at $2.46M in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.