MSA
EVRG icon

MUFG Securities Americas’s Evergy EVRG Stock Holding History

MUFG Securities Americas’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 		$600K Buy
6,943
+573
+9% +$47.4K 0.03% 387
2026
Q1 		$522K Buy
6,370
+168
+3% +$13.3K 0.03% 382
2025
Q4 		$450K Sell
6,202
-4
-0.1% -$303 0.03% 414
2025
Q3 		$472K Buy
6,206
+1,107
+22% +$78.9K 0.03% 397
2025
Q2 		$351K Buy
5,099
+1,028
+25% +$69.1K 0.03% 405
2025
Q1 		$281K Buy
4,071
+676
+20% +$44.2K 0.03% 403
2024
Q4 		$209K Buy
+3,395
New +$210K 0.03% 438

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

MUFG Securities Americas's EVRG Position: Q2 2026 in Review

MUFG Securities Americas increased its Evergy (EVRG) stake by 9% in Q2 2026, buying an estimated $47.4K and bringing the position to 6,943 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #387.

MUFG Securities Americas first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • MUFG Securities Americas held 6,943 shares of Evergy worth $600K as of Q2 2026.
  • MUFG Securities Americas bought 573 Evergy shares in Q2 2026, an estimated $47.4K.
  • Evergy made up 0.03% of MUFG Securities Americas's portfolio in Q2 2026, its #387 holding.
  • MUFG Securities Americas first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.