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Kennedy Capital Management’s Evergy EVRG Stock Holding History

Kennedy Capital 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 		$7.2M Buy
+83,361
New +$6.9M 0.13% 259
2019
Q1 		– Sell
-271,041
Closed -$15.4M – 692
2018
Q4 		$15.4M Buy
271,041
+1,390
+0.5% +$80.2K 0.38% 47
2018
Q3 		$14.8M Sell
269,651
-2,165
-0.8% -$122K 0.28% 86
2018
Q2 		$15.3M Buy
+271,816
New +$14.6M 0.28% 83

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

Kennedy Capital Management's EVRG Position: Q2 2026 in Review

Kennedy Capital Management opened a new position in Evergy (EVRG) in Q2 2026: 83,361 shares worth $7.2M. The stake represents 0.13% of the portfolio and ranks #259 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in EVRG as recently as Q4 2018.

Kennedy Capital Management first reported a position in EVRG in Q2 2018 and has held it in 4 quarters since. The position peaked at $15.4M in Q4 2018. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kennedy Capital Management held 83,361 shares of Evergy worth $7.2M as of Q2 2026.
  • Evergy was a new Kennedy Capital Management position in Q2 2026.
  • Evergy made up 0.13% of Kennedy Capital Management's portfolio in Q2 2026, its #259 holding.
  • Kennedy Capital Management first reported a position in Evergy in Q2 2018 and has held it in 4 quarters since.
  • Kennedy Capital Management's Evergy position peaked at $15.4M in Q4 2018.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.