LSV Asset Management
EVRG icon

LSV Asset Management’s Evergy EVRG Stock Holding History

LSV Asset 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 		$437K Hold
5,056
– – ﹤0.01% 751
2026
Q1 		$414K Sell
5,056
-135,144
-96% -$10.7M ﹤0.01% 722
2025
Q4 		$10.2M Sell
140,200
-29,800
-18% -$2.26M 0.02% 385
2025
Q3 		$12.9M Sell
170,000
-87,266
-34% -$6.22M 0.03% 370
2025
Q2 		$17.7M Sell
257,266
-34,434
-12% -$2.31M 0.04% 321
2025
Q1 		$20.1M Sell
291,700
-5,600
-2% -$366K 0.05% 302
2024
Q4 		$18.3M Buy
297,300
+9,530
+3% +$589K 0.04% 327
2024
Q3 		$17.8M Hold
287,770
– – 0.04% 330
2024
Q2 		$15.2M Sell
287,770
-25,830
-8% -$1.37M 0.03% 373
2024
Q1 		$16.7M Sell
313,600
-73,400
-19% -$3.75M 0.03% 354
2023
Q4 		$20.2M Sell
387,000
-110,400
-22% -$5.56M 0.04% 340
2023
Q3 		$25.2M Sell
497,400
-21,981
-4% -$1.25M 0.06% 296
2023
Q2 		$30.3M Sell
519,381
-143,600
-22% -$8.67M 0.07% 259
2023
Q1 		$40.5M Sell
662,981
-83,400
-11% -$5.07M 0.09% 228
2022
Q4 		$47M Sell
746,381
-95,919
-11% -$5.76M 0.1% 212
2022
Q3 		$50M Sell
842,300
-106,000
-11% -$7.13M 0.12% 198
2022
Q2 		$61.9M Sell
948,300
-432,337
-31% -$29.3M 0.13% 184
2022
Q1 		$94.4M Sell
1,380,637
-44,700
-3% -$2.88M 0.17% 159
2021
Q4 		$97.8M Buy
1,425,337
+44,400
+3% +$2.89M 0.17% 163
2021
Q3 		$85.9M Sell
1,380,937
-5,100
-0.4% -$334K 0.16% 171
2021
Q2 		$83.8M Buy
1,386,037
+193,000
+16% +$12.1M 0.14% 190
2021
Q1 		$71M Sell
1,193,037
-516,463
-30% -$28.6M 0.12% 201
2020
Q4 		$94.9M Sell
1,709,500
-51,900
-3% -$2.85M 0.17% 156
2020
Q3 		$89.5M Buy
1,761,400
+1,171,825
+199% +$65.5M 0.18% 147
2020
Q2 		$35M Buy
589,575
+431,975
+274% +$25.6M 0.07% 268
2020
Q1 		$8.68M Buy
+157,600
New +$10.4M 0.02% 419

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LSV Asset Management's EVRG Position: Q2 2026 in Review

LSV Asset Management held its Evergy (EVRG) position steady in Q2 2026 at 5,056 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

LSV Asset Management first reported a position in EVRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $97.8M in Q4 2021. 556 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • LSV Asset Management held 5,056 shares of Evergy worth $437K as of Q2 2026.
  • LSV Asset Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #751 holding.
  • LSV Asset Management first reported a position in Evergy in Q1 2020 and has held it in 26 quarters since.
  • LSV Asset Management's Evergy position peaked at $97.8M in Q4 2021.
  • 556 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.