NIM
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NEOS Investment Management’s Evergy EVRG Stock Holding History

NEOS Investment 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
Q2 		$3.19M Buy
36,912
+3,923
+12% +$325K 0.01% 445
2026
Q1 		$2.7M Buy
32,989
+2,562
+8% +$202K 0.01% 447
2025
Q4 		$2.21M Buy
30,427
+4,948
+19% +$375K 0.01% 462
2025
Q3 		$1.94M Buy
25,479
+8,225
+48% +$586K 0.01% 448
2025
Q2 		$1.19M Buy
17,254
+3,566
+26% +$240K 0.01% 451
2025
Q1 		$944K Buy
13,688
+2,505
+22% +$164K 0.02% 447
2024
Q4 		$688K Buy
11,183
+2,483
+29% +$154K 0.02% 467
2024
Q3 		$539K Buy
8,700
+1,624
+23% +$94.5K 0.02% 481
2024
Q2 		$375K Buy
7,076
+1,992
+39% +$106K 0.02% 494
2024
Q1 		$271K Buy
+5,084
New +$260K 0.02% 505

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

NEOS Investment Management's EVRG Position: Q2 2026 in Review

NEOS Investment Management increased its Evergy (EVRG) stake by 12% in Q2 2026, buying an estimated $325K and bringing the position to 36,912 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #445.

NEOS Investment Management first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • NEOS Investment Management held 36,912 shares of Evergy worth $3.19M as of Q2 2026.
  • NEOS Investment Management bought 3,923 Evergy shares in Q2 2026, an estimated $325K.
  • Evergy made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #445 holding.
  • NEOS Investment Management first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.