Marshall Wace
EVRG icon

Marshall Wace’s Evergy EVRG Stock Holding History

Marshall Wace’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 		$27.2M Buy
+315,194
New +$26.1M 0.02% 591
2025
Q4 		– Sell
-218,184
Closed -$16.6M – 3109
2025
Q3 		$16.6M Buy
218,184
+214,745
+6,244% +$15.3M 0.02% 733
2025
Q2 		$237K Buy
+3,439
New +$231K ﹤0.01% 2409
2024
Q3 		– Sell
-526,995
Closed -$27.9M – 2629
2024
Q2 		$27.9M Buy
+526,995
New +$28M 0.04% 400
2023
Q1 		– Sell
-225,943
Closed -$14.2M – 2787
2022
Q4 		$14.2M Buy
+225,943
New +$13.6M 0.03% 618
2022
Q2 		– Sell
-50,706
Closed -$3.46M – 3541
2022
Q1 		$3.46M Buy
50,706
+32,686
+181% +$2.11M 0.01% 1681
2021
Q4 		$1.24M Buy
+18,020
New +$1.17M ﹤0.01% 2363
2021
Q2 		– Sell
-82,234
Closed -$4.9M – 2766
2021
Q1 		$4.9M Sell
82,234
-79,540
-49% -$4.4M 0.02% 857
2020
Q4 		$8.98M Sell
161,774
-48,856
-23% -$2.68M 0.05% 378
2020
Q3 		$10.7M Buy
210,630
+3,184
+2% +$178K 0.07% 282
2020
Q2 		$12.3M Buy
+207,446
New +$12.3M 0.09% 235
2020
Q1 		– Sell
-53,524
Closed -$3.48M – 1747
2019
Q4 		$3.48M Buy
+53,524
New +$3.41M 0.02% 649
2019
Q1 		– Sell
-260,758
Closed -$14.8M – 1815
2018
Q4 		$14.8M Buy
260,758
+168,712
+183% +$9.74M 0.15% 165
2018
Q3 		$5.05M Buy
92,046
+88,245
+2,322% +$4.99M 0.04% 456
2018
Q2 		$213K Buy
+3,801
New +$204K ﹤0.01% 661

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

Marshall Wace's EVRG Position: Q2 2026 in Review

Marshall Wace opened a new position in Evergy (EVRG) in Q2 2026: 315,194 shares worth $27.2M. The stake represents 0.02% of the portfolio and ranks #591 among its holdings. This is a return to the name: Marshall Wace previously reported a position in EVRG as recently as Q3 2025.

Marshall Wace first reported a position in EVRG in Q2 2018 and has held it in 15 quarters since. The position peaked at $27.9M in Q2 2024. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Marshall Wace held 315,194 shares of Evergy worth $27.2M as of Q2 2026.
  • Evergy was a new Marshall Wace position in Q2 2026.
  • Evergy made up 0.02% of Marshall Wace's portfolio in Q2 2026, its #591 holding.
  • Marshall Wace first reported a position in Evergy in Q2 2018 and has held it in 15 quarters since.
  • Marshall Wace's Evergy position peaked at $27.9M in Q2 2024.
  • 943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.