Machina Capital’s Evergy EVRG Stock Holding History

Machina Capital’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	$1.26M	Buy	+14,623	New	+$1.21M	0.2%	169
2023 Q4	–	Sell	-21,261	Closed	-$1.08M	–	280
2023 Q3	$1.08M	Buy	+21,261	New	+$1.21M	0.6%	46
2023 Q2	–	Sell	-1,134	Closed	-$69.3K	–	350
2023 Q1	$69.3K	Buy	+1,134	New	+$69K	0.06%	297
2020 Q1	–	Sell	-24,710	Closed	-$1.61M	–	97
2019 Q4	$1.61M	Buy	24,710 +10,382	+72%	+$662K	0.64%	28
2019 Q3	$954K	Buy	14,328 +11,354	+382%	+$718K	0.44%	72
2019 Q2	$179K	Sell	2,974 -23,838	-89%	-$1.39M	0.07%	289
2019 Q1	$1.56M	Sell	26,812 -14,348	-35%	-$817K	0.62%	47
2018 Q4	$2.34M	Buy	+41,160	New	+$2.38M	1.54%	3

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Machina Capital's EVRG Position: Q2 2026 in Review

Machina Capital opened a new position in Evergy (EVRG) in Q2 2026: 14,623 shares worth $1.26M. The stake represents 0.2% of the portfolio and ranks #169 among its holdings. This is a return to the name: Machina Capital previously reported a position in EVRG as recently as Q3 2023.

Machina Capital first reported a position in EVRG in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.34M in Q4 2018. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Machina Capital held 14,623 shares of Evergy worth $1.26M as of Q2 2026.
Evergy was a new Machina Capital position in Q2 2026.
Evergy made up 0.2% of Machina Capital's portfolio in Q2 2026, its #169 holding.
Machina Capital first reported a position in Evergy in Q4 2018 and has held it in 8 quarters since.
Machina Capital's Evergy position peaked at $2.34M in Q4 2018.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.