MAM
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Martingale Asset Management’s Evergy EVRG Stock Holding History

Martingale 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 		$1.6M Sell
18,526
-5,586
-23% -$462K 0.04% 436
2026
Q1 		$1.98M Sell
24,112
-13,842
-36% -$1.09M 0.05% 352
2025
Q4 		$2.75M Buy
37,954
+2,510
+7% +$190K 0.07% 251
2025
Q3 		$2.69M Buy
35,444
+29,024
+452% +$2.07M 0.07% 247
2025
Q2 		$443K Buy
+6,420
New +$431K 0.01% 634
2025
Q1 		– Sell
-4,400
Closed -$271K – 787
2024
Q4 		$271K Hold
4,400
– – 0.01% 706
2024
Q3 		$273K Hold
4,400
– – 0.01% 722
2024
Q2 		$233K Hold
4,400
– – 0.01% 734
2024
Q1 		$235K Sell
4,400
-173,270
-98% -$8.85M ﹤0.01% 747
2023
Q4 		$9.27M Sell
177,670
-272,761
-61% -$13.7M 0.19% 138
2023
Q3 		$22.8M Sell
450,431
-8,686
-2% -$493K 0.48% 82
2023
Q2 		$26.8M Sell
459,117
-6,766
-1% -$409K 0.52% 73
2023
Q1 		$28.5M Sell
465,883
-3,637
-0.8% -$221K 0.55% 72
2022
Q4 		$29.5M Sell
469,520
-24,091
-5% -$1.45M 0.58% 67
2022
Q3 		$29.3M Sell
493,611
-3,694
-0.7% -$249K 0.58% 62
2022
Q2 		$32.5M Sell
497,305
-31,452
-6% -$2.13M 0.59% 61
2022
Q1 		$36.1M Sell
528,757
-52,660
-9% -$3.4M 0.54% 68
2021
Q4 		$39.9M Buy
581,417
+9,830
+2% +$639K 0.51% 77
2021
Q3 		$35.6M Buy
571,587
+58,673
+11% +$3.85M 0.46% 85
2021
Q2 		$31M Buy
512,914
+166,805
+48% +$10.4M 0.35% 108
2021
Q1 		$20.6M Buy
346,109
+207,826
+150% +$11.5M 0.24% 141
2020
Q4 		$7.68M Sell
138,283
-120,811
-47% -$6.63M 0.09% 189
2020
Q3 		$13.2M Sell
259,094
-226,832
-47% -$12.7M 0.16% 151
2020
Q2 		$28.8M Sell
485,926
-136,126
-22% -$8.06M 0.34% 94
2020
Q1 		$34.2M Buy
622,052
+3,415
+0.6% +$224K 0.45% 61
2019
Q4 		$40.3M Buy
618,637
+156,104
+34% +$9.95M 0.41% 75
2019
Q3 		$30.8M Buy
462,533
+429,382
+1,295% +$27.2M 0.31% 109
2019
Q2 		$2M Buy
+33,151
New +$1.94M 0.02% 590

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

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

Martingale Asset Management reduced its Evergy (EVRG) stake by 23% in Q2 2026, selling an estimated $462K and leaving 18,526 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #436.

Martingale Asset Management first reported a position in EVRG in Q2 2019 and has held it in 28 quarters since. The position peaked at $40.3M in Q4 2019. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Martingale Asset Management held 18,526 shares of Evergy worth $1.6M as of Q2 2026.
  • Martingale Asset Management sold 5,586 Evergy shares in Q2 2026, an estimated $462K.
  • Evergy made up 0.04% of Martingale Asset Management's portfolio in Q2 2026, its #436 holding.
  • Martingale Asset Management first reported a position in Evergy in Q2 2019 and has held it in 28 quarters since.
  • Martingale Asset Management's Evergy position peaked at $40.3M in Q4 2019.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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