Mathes Company’s Evergy EVRG Stock Holding History

Mathes Company’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	$3.67M	Hold	42,450	–	–	1.14%	27
2026 Q1	$3.48M	Buy	42,450 +1,450	+4%	+$115K	1.27%	25
2025 Q4	$2.97M	Sell	41,000 -200	-0.5%	-$15.2K	1.06%	31
2025 Q3	$3.12M	Hold	41,200	–	–	1.12%	29
2025 Q2	$2.84M	Buy	+41,200	New	+$2.77M	1.05%	32

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

Mathes Company's EVRG Position: Q2 2026 in Review

Mathes Company held its Evergy (EVRG) position steady in Q2 2026 at 42,450 shares worth $3.67M. The position accounts for 1.14% of the portfolio, ranked #27.

Mathes Company first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Mathes Company held 42,450 shares of Evergy worth $3.67M as of Q2 2026.
Mathes Company left its Evergy share count unchanged in Q2 2026.
Evergy made up 1.14% of Mathes Company's portfolio in Q2 2026, its #27 holding.
Mathes Company first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mathes Company's 13F filing for Q2 2026, filed 11 Aug 2026.