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Key Capital Management’s Evergy EVRG Stock Holding History

Key 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 		$13.5K Sell
156
-332
-68% -$27.5K 0.01% 303
2026
Q1 		$40K Sell
488
-692
-59% -$54.7K 0.03% 172
2025
Q4 		$85.5K Buy
+1,180
New +$89.5K 0.08% 103

Other funds holding EVRG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Key Capital Management reduced its Evergy (EVRG) stake by 68% in Q2 2026, selling an estimated $27.5K and leaving 156 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #303.

Key Capital Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.5K in Q4 2025. 471 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Key Capital Management held 156 shares of Evergy worth $13.5K as of Q2 2026.
  • Key Capital Management sold 332 Evergy shares in Q2 2026, an estimated $27.5K.
  • Evergy made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #303 holding.
  • Key Capital Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Evergy position peaked at $85.5K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.