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Leeward Investments’s Evergy EVRG Stock Holding History

Leeward Investments’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 		$12.3M Sell
142,613
-8,203
-5% -$679K 0.56% 74
2026
Q1 		$12.4M Sell
150,816
-5,218
-3% -$412K 0.61% 71
2025
Q4 		$11.3M Sell
156,034
-7,981
-5% -$605K 0.57% 77
2025
Q3 		$12.5M Buy
164,015
+20,049
+14% +$1.43M 0.64% 59
2025
Q2 		$9.92M Sell
143,966
-3,363
-2% -$226K 0.53% 84
2025
Q1 		$10.2M Buy
147,329
+21,416
+17% +$1.4M 0.54% 83
2024
Q4 		$7.75M Sell
125,913
-4,319
-3% -$267K 0.39% 120
2024
Q3 		$8.08M Sell
130,232
-33,733
-21% -$1.96M 0.37% 122
2024
Q2 		$8.69M Sell
163,965
-7,423
-4% -$395K 0.4% 122
2024
Q1 		$9.15M Buy
171,388
+6,578
+4% +$336K 0.41% 121
2023
Q4 		$8.6M Sell
164,810
-4,446
-3% -$224K 0.4% 119
2023
Q3 		$8.58M Sell
169,256
-1,847
-1% -$105K 0.44% 108
2023
Q2 		$10M Sell
171,103
-10,642
-6% -$643K 0.47% 110
2023
Q1 		$11.1M Sell
181,745
-58,982
-25% -$3.59M 0.51% 107
2022
Q4 		$15.1M Sell
240,727
-4,086
-2% -$245K 0.67% 65
2022
Q3 		$14.5M Buy
244,813
+30,166
+14% +$2.03M 0.69% 59
2022
Q2 		$14M Sell
214,647
-1,830
-0.8% -$124K 0.64% 65
2022
Q1 		$14.8M Buy
+216,477
New +$14M 0.59% 75

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Leeward Investments's EVRG Position: Q2 2026 in Review

Leeward Investments reduced its Evergy (EVRG) stake by 5.4% in Q2 2026, selling an estimated $679K and leaving 142,613 shares worth $12.3M. The position accounts for 0.56% of the portfolio, ranked #74.

Leeward Investments first reported a position in EVRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.1M in Q4 2022. 344 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Leeward Investments held 142,613 shares of Evergy worth $12.3M as of Q2 2026.
  • Leeward Investments sold 8,203 Evergy shares in Q2 2026, an estimated $679K.
  • Evergy made up 0.56% of Leeward Investments's portfolio in Q2 2026, its #74 holding.
  • Leeward Investments first reported a position in Evergy in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Evergy position peaked at $15.1M in Q4 2022.
  • 344 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.