MUFG Securities EMEA’s Evergy EVRG Stock Holding History

MUFG Securities EMEA’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	$779K	Sell	9,014 -432	-5%	-$35.8K	0.01%	458
2026 Q1	$774K	Hold	9,446	–	–	0.01%	434
2025 Q4	$685K	Buy	9,446 +5,041	+114%	+$382K	0.01%	472
2025 Q3	$335K	Buy	4,405 +3,727	+550%	+$266K	0.01%	435
2025 Q2	$46.7K	Buy	+678	New	+$45.6K	﹤0.01%	453
2021 Q2	–	Sell	-59,000	Closed	-$3.51M	–	340
2021 Q1	$3.51M	Sell	59,000 -118,000	-67%	-$6.53M	0.03%	250
2020 Q4	$9.82M	Buy	177,000 +43,000	+32%	+$2.36M	0.07%	163
2020 Q3	$6.81M	Buy	134,000 +16,200	+14%	+$906K	0.06%	181
2020 Q2	$6.98M	Buy	117,800 +51,413	+77%	+$3.04M	0.06%	193
2020 Q1	$3.65M	Buy	66,387 +33,787	+104%	+$2.22M	0.04%	228
2019 Q4	$2.12M	Buy	+32,600	New	+$2.08M	0.02%	377
2019 Q2	–	Sell	-32,569	Closed	-$1.89M	–	433
2019 Q1	$1.89M	Sell	32,569 -3,373	-9%	-$192K	0.02%	321
2018 Q4	$2.04M	Buy	35,942 +28,577	+388%	+$1.65M	0.02%	252
2018 Q3	$404K	Sell	7,365 -144,639	-95%	-$8.18M	0.01%	515
2018 Q2	$8.54M	Buy	+152,004	New	+$8.14M	0.15%	102

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

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

MUFG Securities EMEA reduced its Evergy (EVRG) stake by 4.6% in Q2 2026, selling an estimated $35.8K and leaving 9,014 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #458.

MUFG Securities EMEA first reported a position in EVRG in Q2 2018 and has held it in 15 quarters since. The position peaked at $9.82M in Q4 2020. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

MUFG Securities EMEA held 9,014 shares of Evergy worth $779K as of Q2 2026.
MUFG Securities EMEA sold 432 Evergy shares in Q2 2026, an estimated $35.8K.
Evergy made up 0.01% of MUFG Securities EMEA's portfolio in Q2 2026, its #458 holding.
MUFG Securities EMEA first reported a position in Evergy in Q2 2018 and has held it in 15 quarters since.
MUFG Securities EMEA's Evergy position peaked at $9.82M in Q4 2020.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.