Loomis, Sayles & Company
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Loomis, Sayles & Company’s Evergy EVRG Stock Holding History

Loomis, Sayles & Company’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 		$43K Buy
498
+497
+49,700% +$41.1K ﹤0.01% 636
2026
Q1 		$50 Hold
1
– – ﹤0.01% 712
2025
Q4 		$45 Hold
1
– – ﹤0.01% 690
2025
Q3 		$47 Hold
1
– – ﹤0.01% 708
2025
Q2 		$42 Buy
+1
New +$67 ﹤0.01% 718
2024
Q4 		– Sell
-580
Closed -$36K – 746
2024
Q3 		$36K Buy
580
+9
+2% +$524 ﹤0.01% 658
2024
Q2 		$30K Sell
571
-737
-56% -$39.2K ﹤0.01% 660
2024
Q1 		$70K Sell
1,308
-239
-15% -$12.2K ﹤0.01% 580
2023
Q4 		$81K Buy
1,547
+897
+138% +$45.1K ﹤0.01% 546
2023
Q3 		$33K Sell
650
-26
-4% -$1.48K ﹤0.01% 651
2023
Q2 		$39K Buy
676
+67
+11% +$4.05K ﹤0.01% 653
2023
Q1 		$37K Buy
609
+99
+19% +$6.02K ﹤0.01% 665
2022
Q4 		$32K Buy
510
+483
+1,789% +$29K ﹤0.01% 680
2022
Q3 		$2K Sell
27
-37
-58% -$2.49K ﹤0.01% 794
2022
Q2 		$4K Buy
64
+22
+52% +$1.49K ﹤0.01% 742
2022
Q1 		$3K Buy
+42
New +$2.71K ﹤0.01% 861
2020
Q2 		– Sell
-12,921
Closed -$712K – 703
2020
Q1 		$712K Buy
12,921
+3,933
+44% +$258K ﹤0.01% 477
2019
Q4 		$585K Buy
8,988
+7,179
+397% +$458K ﹤0.01% 495
2019
Q3 		$120K Buy
+1,809
New +$114K ﹤0.01% 537

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

Loomis, Sayles & Company's EVRG Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Evergy (EVRG) stake by 49,700% in Q2 2026, buying an estimated $41.1K and bringing the position to 498 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Loomis, Sayles & Company first reported a position in EVRG in Q3 2019 and has held it in 19 quarters since. The position peaked at $712K in Q1 2020. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Loomis, Sayles & Company held 498 shares of Evergy worth $43K as of Q2 2026.
  • Loomis, Sayles & Company bought 497 Evergy shares in Q2 2026, an estimated $41.1K.
  • Evergy made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #636 holding.
  • Loomis, Sayles & Company first reported a position in Evergy in Q3 2019 and has held it in 19 quarters since.
  • Loomis, Sayles & Company's Evergy position peaked at $712K in Q1 2020.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.