Moors & Cabot
EVRG icon

Moors & Cabot’s Evergy EVRG Stock Holding History

Moors & Cabot’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
Q3 		$815K Buy
10,393
+185
+2% +$15.3K 0.03% 436
2026
Q2 		$882K Sell
10,208
-253
-2% -$20.9K 0.03% 417
2026
Q1 		$857K Sell
10,461
-270
-3% -$21.3K 0.04% 409
2025
Q4 		$778K Buy
10,731
+190
+2% +$14.4K 0.03% 415
2025
Q3 		$801K Sell
10,541
-244
-2% -$17.4K 0.04% 410
2025
Q2 		$743K Buy
10,785
+904
+9% +$60.8K 0.03% 409
2025
Q1 		$681K Sell
9,881
-75
-0.8% -$4.91K 0.03% 410
2024
Q4 		$613K Sell
9,956
-350
-3% -$21.6K 0.03% 442
2024
Q3 		$639K Sell
10,306
-173
-2% -$10.1K 0.03% 431
2024
Q2 		$555K Sell
10,479
-806
-7% -$42.9K 0.03% 452
2024
Q1 		$602K Buy
11,285
+724
+7% +$37K 0.03% 439
2023
Q4 		$551K Buy
10,561
+5,621
+114% +$283K 0.03% 437
2023
Q3 		$250K Sell
4,940
-555
-10% -$31.5K 0.02% 655
2023
Q2 		$321K Sell
5,495
-2,526
-31% -$153K 0.02% 592
2023
Q1 		$490K Sell
8,021
-550
-6% -$33.5K 0.03% 442
2022
Q4 		$539K Sell
8,571
-997
-10% -$59.9K 0.04% 406
2022
Q3 		$568K Buy
9,568
+303
+3% +$20.4K 0.04% 362
2022
Q2 		$605K Buy
9,265
+200
+2% +$13.6K 0.04% 365
2022
Q1 		$620K Sell
9,065
-25
-0.3% -$1.61K 0.04% 406
2021
Q4 		$624K Sell
9,090
-150
-2% -$9.8K 0.04% 400
2021
Q3 		$564K Buy
9,240
+490
+6% +$32.1K 0.04% 414
2021
Q2 		$529K Buy
8,750
+1,190
+16% +$74.4K 0.04% 406
2021
Q1 		$449K Buy
+7,560
New +$418K 0.03% 414

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Moors & Cabot's EVRG Position: Q3 2026 in Review

Moors & Cabot increased its Evergy (EVRG) stake by 1.8% in Q3 2026, buying an estimated $15.3K and bringing the position to 10,393 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #436.

Moors & Cabot first reported a position in EVRG in Q1 2021 and has held it in 23 quarters since. The position peaked at $882K in Q2 2026. 527 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Moors & Cabot held 10,393 shares of Evergy worth $815K as of Q3 2026.
  • Moors & Cabot bought 185 Evergy shares in Q3 2026, an estimated $15.3K.
  • Evergy made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #436 holding.
  • Moors & Cabot first reported a position in Evergy in Q1 2021 and has held it in 23 quarters since.
  • Moors & Cabot's Evergy position peaked at $882K in Q2 2026.
  • 527 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.