Luther King Capital Management (LKCM)
EVRG icon

Luther King Capital Management (LKCM)’s Evergy EVRG Stock Holding History

Luther King Capital Management (LKCM)’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 		– Sell
-2,479
Closed -$203K – 621
2026
Q1 		$203K Buy
+2,479
New +$196K ﹤0.01% 583
2025
Q4 		– Sell
-3,032
Closed -$230K – 613
2025
Q3 		$230K Sell
3,032
-28
-0.9% -$2K ﹤0.01% 562
2025
Q2 		$211K Buy
3,060
+79
+3% +$5.31K ﹤0.01% 563
2025
Q1 		$206K Buy
+2,981
New +$195K ﹤0.01% 573

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

Luther King Capital Management (LKCM)'s EVRG Position: Q2 2026 in Review

Luther King Capital Management (LKCM) sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,479 shares — an estimated $203K sold.

Luther King Capital Management (LKCM) first reported a position in EVRG in Q1 2025 and held it in 4 quarters. The position peaked at $230K in Q3 2025. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Luther King Capital Management (LKCM) reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 2,479 Evergy shares in Q2 2026, an estimated $203K.
  • Luther King Capital Management (LKCM) first reported a position in Evergy in Q1 2025 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Evergy position peaked at $230K in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.