MAI Capital Management’s Evergy EVRG Stock Holding History

MAI Capital 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	$907K	Buy	10,495 +8,167	+351%	+$676K	﹤0.01%	1026
2026 Q1	$191K	Buy	2,328 +684	+42%	+$54.1K	﹤0.01%	1486
2025 Q4	$119K	Buy	1,644 +717	+77%	+$54.4K	﹤0.01%	1553
2025 Q3	$70.5K	Buy	927 +127	+16%	+$9.05K	﹤0.01%	1745
2025 Q2	$55.2K	Buy	800 +231	+41%	+$15.5K	﹤0.01%	1800
2025 Q1	$39.3K	Sell	569 -589	-51%	-$38.5K	﹤0.01%	1866
2024 Q4	$71.3K	Buy	+1,158	New	+$71.6K	﹤0.01%	1590
2022 Q2	–	Sell	-2,977	Closed	-$203K	–	926
2022 Q1	$203K	Sell	2,977 -352	-11%	-$22.7K	﹤0.01%	825
2021 Q4	$228K	Buy	+3,329	New	+$216K	﹤0.01%	788
2020 Q3	–	Sell	-3,787	Closed	-$225K	–	602
2020 Q2	$225K	Sell	3,787 -1,015	-21%	-$60.1K	0.01%	495
2020 Q1	$264K	Buy	4,802 +19	+0.4%	+$1.25K	0.01%	453
2019 Q4	$311K	Sell	4,783 -728	-13%	-$46.4K	0.01%	456
2019 Q3	$367K	Sell	5,511 -780	-12%	-$49.3K	0.02%	393
2019 Q2	$378K	Sell	6,291 -215	-3%	-$12.6K	0.02%	385
2019 Q1	$378K	Sell	6,506 -684	-10%	-$38.9K	0.02%	328
2018 Q4	$408K	Sell	7,190 -389	-5%	-$22.5K	0.02%	313
2018 Q3	$416K	Sell	7,579 -150	-2%	-$8.48K	0.02%	310
2018 Q2	$434K	Buy	+7,729	New	+$414K	0.02%	307

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

MAI Capital Management's EVRG Position: Q2 2026 in Review

MAI Capital Management increased its Evergy (EVRG) stake by 351% in Q2 2026, buying an estimated $676K and bringing the position to 10,495 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

MAI Capital Management first reported a position in EVRG in Q2 2018 and has held it in 18 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

MAI Capital Management held 10,495 shares of Evergy worth $907K as of Q2 2026.
MAI Capital Management bought 8,167 Evergy shares in Q2 2026, an estimated $676K.
Evergy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1026 holding.
MAI Capital Management first reported a position in Evergy in Q2 2018 and has held it in 18 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.