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iSAM Funds (UK)’s Evergy EVRG Stock Holding History

iSAM Funds (UK)’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 		$977K Buy
+11,300
New +$936K 0.69% 33
2025
Q2 		– Sell
-4,705
Closed -$324K – 490
2025
Q1 		$324K Sell
4,705
-8,938
-66% -$585K 0.16% 216
2024
Q4 		$840K Buy
+13,643
New +$844K 0.62% 46
2023
Q4 		– Sell
-9,487
Closed -$481K – 249
2023
Q3 		$481K Buy
+9,487
New +$539K 0.3% 114

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

iSAM Funds (UK)'s EVRG Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Evergy (EVRG) in Q2 2026: 11,300 shares worth $977K. The stake represents 0.69% of the portfolio and ranks #33 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in EVRG as recently as Q1 2025.

iSAM Funds (UK) first reported a position in EVRG in Q3 2023 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • iSAM Funds (UK) held 11,300 shares of Evergy worth $977K as of Q2 2026.
  • Evergy was a new iSAM Funds (UK) position in Q2 2026.
  • Evergy made up 0.69% of iSAM Funds (UK)'s portfolio in Q2 2026, its #33 holding.
  • iSAM Funds (UK) first reported a position in Evergy in Q3 2023 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.