Morgan Stanley’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $343M | Sell |
3,970,642
-802,466
| -17% | -$66.4M | 0.02% | 737 |
|
|
2026
Q1 | $391M | Buy |
4,773,108
+899,441
| +23% | +$71.1M | 0.02% | 627 |
|
|
2025
Q4 | $281M | Sell |
3,873,667
-771,713
| -17% | -$58.5M | 0.02% | 765 |
|
|
2025
Q3 | $353M | Buy |
4,645,380
+570,159
| +14% | +$40.6M | 0.02% | 654 |
|
|
2025
Q2 | $281M | Buy |
4,075,221
+207,375
| +5% | +$13.9M | 0.02% | 710 |
|
|
2025
Q1 | $267M | Buy |
3,867,846
+245,437
| +7% | +$16.1M | 0.02% | 705 |
|
|
2024
Q4 | $223M | Buy |
3,622,409
+313,325
| +9% | +$19.4M | 0.02% | 781 |
|
|
2024
Q3 | $205M | Sell |
3,309,084
-418,245
| -11% | -$24.3M | 0.01% | 812 |
|
|
2024
Q2 | $197M | Buy |
3,727,329
+431,715
| +13% | +$23M | 0.02% | 812 |
|
|
2024
Q1 | $176M | Buy |
3,295,614
+112,696
| +4% | +$5.76M | 0.01% | 862 |
|
|
2023
Q4 | $166M | Buy |
3,182,918
+716,882
| +29% | +$36.1M | 0.01% | 859 |
|
|
2023
Q3 | $125M | Buy |
2,466,036
+489,101
| +25% | +$27.8M | 0.01% | 931 |
|
|
2023
Q2 | $115M | Buy |
1,976,935
+69,231
| +4% | +$4.18M | 0.01% | 1000 |
|
|
2023
Q1 | $117M | Buy |
1,907,704
+162,590
| +9% | +$9.89M | 0.01% | 979 |
|
|
2022
Q4 | $110M | Buy |
1,745,114
+313,878
| +22% | +$18.9M | 0.01% | 968 |
|
|
2022
Q3 | $85M | Sell |
1,431,236
-41,633
| -3% | -$2.8M | 0.01% | 991 |
|
|
2022
Q2 | $96.1M | Buy |
1,472,869
+611,541
| +71% | +$41.5M | 0.01% | 943 |
|
|
2022
Q1 | $58.9M | Sell |
861,328
-113,613
| -12% | -$7.33M | 0.01% | 1189 |
|
|
2021
Q4 | $66.9M | Buy |
974,941
+356,889
| +58% | +$23.2M | 0.01% | 1157 |
|
|
2021
Q3 | $38.4M | Buy |
618,052
+85,753
| +16% | +$5.62M | 0.01% | 1478 |
|
|
2021
Q2 | $32.2M | Buy |
532,299
+140,195
| +36% | +$8.77M | ﹤0.01% | 1680 |
|
|
2021
Q1 | $23.3M | Sell |
392,104
-646,334
| -62% | -$35.8M | ﹤0.01% | 1768 |
|
|
2020
Q4 | $57.6M | Sell |
1,038,438
-309,585
| -23% | -$17M | 0.01% | 993 |
|
|
2020
Q3 | $68.5M | Sell |
1,348,023
-710,715
| -35% | -$39.7M | 0.01% | 758 |
|
|
2020
Q2 | $122M | Sell |
2,058,738
-503,181
| -20% | -$29.8M | 0.03% | 483 |
|
|
2020
Q1 | $141M | Buy |
2,561,919
+544,438
| +27% | +$35.8M | 0.04% | 402 |
|
|
2019
Q4 | $131M | Sell |
2,017,481
-3,311,621
| -62% | -$211M | 0.03% | 506 |
|
|
2019
Q3 | $355M | Buy |
5,329,102
+4,818,346
| +943% | +$305M | 0.09% | 210 |
|
|
2019
Q2 | $30.7M | Buy |
510,756
+202,513
| +66% | +$11.8M | 0.01% | 1162 |
|
|
2019
Q1 | $17.9M | Sell |
308,243
-735,461
| -70% | -$41.9M | 0.01% | 1519 |
|
|
2018
Q4 | $59.3M | Sell |
1,043,704
-810,775
| -44% | -$46.8M | 0.02% | 737 |
|
|
2018
Q3 | $102M | Buy |
1,854,479
+728,308
| +65% | +$41.2M | 0.03% | 591 |
|
|
2018
Q2 | $63.2M | Buy |
+1,126,171
| New | +$60.3M | 0.02% | 787 |
|
Other funds holding EVRG
Morgan Stanley's EVRG Position: Q2 2026 in Review
Morgan Stanley reduced its Evergy (EVRG) stake by 17% in Q2 2026, selling an estimated $66.4M and leaving 3,970,642 shares worth $343M. The position accounts for 0.02% of the portfolio, ranked #737.
Morgan Stanley first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $391M in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Morgan Stanley held 3,970,642 shares of Evergy worth $343M as of Q2 2026.
- Morgan Stanley sold 802,466 Evergy shares in Q2 2026, an estimated $66.4M.
- Evergy made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #737 holding.
- Morgan Stanley first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- Morgan Stanley's Evergy position peaked at $391M in Q1 2026.
- 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.