MV Capital Management’s Evergy EVRG Stock Holding History

MV Capital Management’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	$55.1K	Sell	703 -13	-2%	-$1.08K	0.01%	309
2026 Q2	$61.9K	Buy	716 +2	+0.3%	+$166	0.01%	301
2026 Q1	$58.5K	Sell	714 -1	-0.1%	-$79	0.01%	303
2025 Q4	$51.8K	Buy	715 +2	+0.3%	+$152	0.01%	307
2025 Q3	$54.2K	Hold	713	–	–	0.01%	304
2025 Q2	$49.1K	Sell	713 -12	-2%	-$806	0.01%	301
2025 Q1	$50K	Hold	725	–	–	0.01%	303
2024 Q4	$44.6K	Sell	725 -11	-1%	-$680	﹤0.01%	306
2024 Q3	$45.6K	Buy	736 +12	+2%	+$698	﹤0.01%	313
2024 Q2	$38.4K	Sell	724 -2	-0.3%	-$106	﹤0.01%	321
2024 Q1	$38.8K	Sell	726 -14	-2%	-$715	﹤0.01%	325
2023 Q4	$38.6K	Buy	740 +718	+3,264%	+$36.1K	﹤0.01%	329
2023 Q3	$1.12K	Sell	22 -12	-35%	-$681	﹤0.01%	649
2023 Q2	$1.99K	Buy	34 +6	+21%	+$362	﹤0.01%	637
2023 Q1	$1.71K	Buy	28 +6	+27%	+$365	﹤0.01%	649
2022 Q4	$1.38K	Sell	22 -31	-58%	-$1.86K	﹤0.01%	631
2022 Q3	$3K	Buy	53 +22	+71%	+$1.48K	﹤0.01%	587
2022 Q2	$2K	Buy	31 +9	+41%	+$610	﹤0.01%	618
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	648
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	655
2021 Q3	$1K	Buy	22 +9	+69%	+$590	﹤0.01%	692
2021 Q2	$1K	Buy	+13	New	+$813	﹤0.01%	660

Other funds holding EVRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MV Capital Management's EVRG Position: Q3 2026 in Review

MV Capital Management reduced its Evergy (EVRG) stake by 1.8% in Q3 2026, selling an estimated $1.08K and leaving 703 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #309.

MV Capital Management first reported a position in EVRG in Q2 2021 and has held it in 22 quarters since. The position peaked at $61.9K in Q2 2026. 642 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

MV Capital Management held 703 shares of Evergy worth $55.1K as of Q3 2026.
MV Capital Management sold 13 Evergy shares in Q3 2026, an estimated $1.08K.
Evergy made up 0.01% of MV Capital Management's portfolio in Q3 2026, its #309 holding.
MV Capital Management first reported a position in Evergy in Q2 2021 and has held it in 22 quarters since.
MV Capital Management's Evergy position peaked at $61.9K in Q2 2026.
642 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.