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Kimelman & Baird’s Evergy EVRG Stock Holding History

Kimelman & Baird’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 		$323K Hold
3,734
– – 0.02% 101
2026
Q1 		$306K Hold
3,734
– – 0.03% 102
2025
Q4 		$271K Sell
3,734
-297
-7% -$22.5K 0.02% 105
2025
Q3 		$306K Hold
4,031
– – 0.02% 104
2025
Q2 		$278K Sell
4,031
-23
-0.6% -$1.55K 0.02% 112
2025
Q1 		$280K Hold
4,054
– – 0.02% 109
2024
Q4 		$250K Hold
4,054
– – 0.02% 118
2024
Q3 		$251K Hold
4,054
– – 0.02% 119
2024
Q2 		$215K Buy
+4,054
New +$216K 0.02% 126

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

Kimelman & Baird's EVRG Position: Q2 2026 in Review

Kimelman & Baird held its Evergy (EVRG) position steady in Q2 2026 at 3,734 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #101.

Kimelman & Baird first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kimelman & Baird held 3,734 shares of Evergy worth $323K as of Q2 2026.
  • Kimelman & Baird left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Kimelman & Baird's portfolio in Q2 2026, its #101 holding.
  • Kimelman & Baird first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.