Jupiter Asset Management’s Evergy EVRG Stock Holding History

Jupiter Asset 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	$3.79M	Buy	+43,859	New	+$3.63M	0.02%	386
2025 Q2	–	Sell	-218,181	Closed	-$15M	–	458
2025 Q1	$15M	Buy	+218,181	New	+$14.3M	0.14%	191
2023 Q4	–	Sell	-693,966	Closed	-$35.2M	–	484
2023 Q3	$35.2M	Sell	693,966 -96,272	-12%	-$5.47M	0.39%	79
2023 Q2	$46.2M	Buy	790,238 +174,763	+28%	+$10.6M	0.5%	49
2023 Q1	$37.6M	Buy	615,475 +166,950	+37%	+$10.2M	0.52%	49
2022 Q4	$28.2M	Buy	448,525 +388,645	+649%	+$23.3M	0.41%	71
2022 Q3	$3.56M	Buy	59,880 +10,503	+21%	+$707K	0.06%	282
2022 Q2	$3.22M	Sell	49,377 -135,887	-73%	-$9.22M	0.05%	299
2022 Q1	$12.7M	Sell	185,264 -595,420	-76%	-$38.4M	0.15%	182
2021 Q4	$53.4M	Buy	780,684 +767,674	+5,901%	+$49.9M	0.59%	43
2021 Q3	$809K	Sell	13,010 -381,233	-97%	-$25M	0.01%	435
2021 Q2	$23.8M	Sell	394,243 -11,557	-3%	-$723K	0.25%	110
2021 Q1	$24.2M	Buy	+405,800	New	+$22.5M	0.24%	121

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jupiter Asset Management's EVRG Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Evergy (EVRG) in Q2 2026: 43,859 shares worth $3.79M. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in EVRG as recently as Q1 2025.

Jupiter Asset Management first reported a position in EVRG in Q1 2021 and has held it in 13 quarters since. The position peaked at $53.4M in Q4 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Jupiter Asset Management held 43,859 shares of Evergy worth $3.79M as of Q2 2026.
Evergy was a new Jupiter Asset Management position in Q2 2026.
Evergy made up 0.02% of Jupiter Asset Management's portfolio in Q2 2026, its #386 holding.
Jupiter Asset Management first reported a position in Evergy in Q1 2021 and has held it in 13 quarters since.
Jupiter Asset Management's Evergy position peaked at $53.4M in Q4 2021.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.