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LMR Partners’s Evergy EVRG Stock Holding History

LMR Partners’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 		$322K Buy
+3,725
New +$308K ﹤0.01% 1249
2026
Q1 		– Sell
-27,999
Closed -$2.03M – 1595
2025
Q4 		$2.03M Buy
27,999
+8,527
+44% +$647K ﹤0.01% 807
2025
Q3 		$1.48M Sell
19,472
-3,444
-15% -$245K 0.01% 827
2025
Q2 		$1.58M Buy
22,916
+757
+3% +$50.9K 0.01% 698
2025
Q1 		$1.53M Buy
22,159
+21,627
+4,065% +$1.42M 0.01% 707
2024
Q4 		$32.7K Buy
+532
New +$32.9K ﹤0.01% 1056
2023
Q4 		– Sell
-198,599
Closed -$10.1M – 1034
2023
Q3 		$10.1M Sell
198,599
-51,414
-21% -$2.92M 0.11% 187
2023
Q2 		$14.6M Buy
250,013
+80,061
+47% +$4.84M 0.16% 146
2023
Q1 		$10.4M Buy
169,952
+72,240
+74% +$4.39M 0.16% 154
2022
Q4 		$6.15M Buy
+97,712
New +$5.87M 0.11% 227
2020
Q3 		– Sell
-57,118
Closed -$3.39M – 514
2020
Q2 		$3.39M Buy
57,118
+48,001
+526% +$2.84M 0.08% 168
2020
Q1 		$539K Buy
+9,117
New +$599K 0.03% 169

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

LMR Partners's EVRG Position: Q2 2026 in Review

LMR Partners opened a new position in Evergy (EVRG) in Q2 2026: 3,725 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings. This is a return to the name: LMR Partners previously reported a position in EVRG as recently as Q4 2025.

LMR Partners first reported a position in EVRG in Q1 2020 and has held it in 12 quarters since. The position peaked at $14.6M in Q2 2023. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • LMR Partners held 3,725 shares of Evergy worth $322K as of Q2 2026.
  • Evergy was a new LMR Partners position in Q2 2026.
  • Evergy made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1249 holding.
  • LMR Partners first reported a position in Evergy in Q1 2020 and has held it in 12 quarters since.
  • LMR Partners's Evergy position peaked at $14.6M in Q2 2023.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.