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EVRG icon

MOTCO’s Evergy EVRG Stock Holding History

MOTCO’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 		$432 Buy
+5
New +$414 ﹤0.01% 703
2026
Q1 		– Sell
-249
Closed -$18.1K – 626
2025
Q4 		$18.1K Hold
249
– – ﹤0.01% 419
2025
Q3 		$18.9K Buy
+249
New +$17.7K ﹤0.01% 413
2025
Q2 		– Sell
-499
Closed -$34.4K – 639
2025
Q1 		$34.4K Hold
499
– – ﹤0.01% 318
2024
Q4 		$30.7K Sell
499
-598
-55% -$37K ﹤0.01% 321
2024
Q3 		$68K Hold
1,097
– – 0.01% 296
2024
Q2 		$58.1K Buy
1,097
+598
+120% +$31.8K ﹤0.01% 396
2024
Q1 		$26.6K Sell
499
-2
-0.4% -$102 ﹤0.01% 448
2023
Q4 		$26.2K Hold
501
– – ﹤0.01% 417
2023
Q3 		$25.4K Sell
501
-23
-4% -$1.31K ﹤0.01% 426
2023
Q2 		$30.6K Buy
524
+25
+5% +$1.51K ﹤0.01% 411
2023
Q1 		$30.5K Hold
499
– – ﹤0.01% 381
2022
Q4 		$31.4K Sell
499
-200
-29% -$12K ﹤0.01% 384
2022
Q3 		$42K Buy
699
+200
+40% +$13.5K ﹤0.01% 375
2022
Q2 		$33K Hold
499
– – ﹤0.01% 393
2022
Q1 		$34K Hold
499
– – ﹤0.01% 387
2021
Q4 		$34K Hold
499
– – ﹤0.01% 384
2021
Q3 		$31K Buy
499
+295
+145% +$19.3K ﹤0.01% 390
2021
Q2 		$12K Hold
204
– – ﹤0.01% 477
2021
Q1 		$12K Buy
204
+179
+716% +$9.91K ﹤0.01% 460
2020
Q4 		$1K Buy
+25
New +$1.37K ﹤0.01% 733
2019
Q1 		– Sell
-300
Closed -$17K – 524
2018
Q4 		$17K Sell
300
-164
-35% -$9.47K ﹤0.01% 403
2018
Q3 		$25K Buy
464
+164
+55% +$9.28K ﹤0.01% 390
2018
Q2 		$17K Buy
+300
New +$16.1K ﹤0.01% 405

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

MOTCO's EVRG Position: Q2 2026 in Review

MOTCO opened a new position in Evergy (EVRG) in Q2 2026: 5 shares worth $432. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: MOTCO previously reported a position in EVRG as recently as Q4 2025.

MOTCO first reported a position in EVRG in Q2 2018 and has held it in 24 quarters since. The position peaked at $68K in Q3 2024. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • MOTCO held 5 shares of Evergy worth $432 as of Q2 2026.
  • Evergy was a new MOTCO position in Q2 2026.
  • Evergy made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #703 holding.
  • MOTCO first reported a position in Evergy in Q2 2018 and has held it in 24 quarters since.
  • MOTCO's Evergy position peaked at $68K in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.