NMERB
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New Mexico Educational Retirement Board’s Evergy EVRG Stock Holding History

New Mexico Educational Retirement Board’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 		$990K Buy
11,450
+800
+8% +$66.2K 0.02% 692
2026
Q1 		$872K Hold
10,650
– – 0.03% 696
2025
Q4 		$772K Buy
10,650
+300
+3% +$22.8K 0.02% 755
2025
Q3 		$787K Sell
10,350
-400
-4% -$28.5K 0.02% 736
2025
Q2 		$741K Hold
10,750
– – 0.02% 744
2025
Q1 		$741K Sell
10,750
-200
-2% -$13.1K 0.03% 737
2024
Q4 		$674K Sell
10,950
-300
-3% -$18.6K 0.02% 787
2024
Q3 		$698K Sell
11,250
-300
-3% -$17.5K 0.02% 789
2024
Q2 		$612K Hold
11,550
– – 0.02% 796
2024
Q1 		$617K Sell
11,550
-400
-3% -$20.4K 0.02% 805
2023
Q4 		$624K Hold
11,950
– – 0.02% 807
2023
Q3 		$606K Buy
11,950
+800
+7% +$45.4K 0.03% 775
2023
Q2 		$651K Buy
11,150
+500
+5% +$30.2K 0.03% 740
2023
Q1 		$651K Sell
10,650
-300
-3% -$18.2K 0.03% 691
2022
Q4 		$689K Sell
10,950
-800
-7% -$48K 0.04% 610
2022
Q3 		$698K Sell
11,750
-1,000
-8% -$67.3K 0.04% 563
2022
Q2 		$832K Sell
12,750
-600
-4% -$40.7K 0.04% 505
2022
Q1 		$912K Sell
13,350
-700
-5% -$45.2K 0.03% 663
2021
Q4 		$964K Sell
14,050
-1,000
-7% -$65K 0.03% 657
2021
Q3 		$936K Sell
15,050
-100
-0.7% -$6.56K 0.03% 656
2021
Q2 		$916K Buy
15,150
+600
+4% +$37.5K 0.03% 665
2021
Q1 		$866K Hold
14,550
– – 0.03% 618
2020
Q4 		$808K Hold
14,550
– – 0.03% 585
2020
Q3 		$739K Sell
14,550
-800
-5% -$44.7K 0.03% 567
2020
Q2 		$910K Buy
15,350
+1,000
+7% +$59.2K 0.04% 500
2020
Q1 		$790K Sell
14,350
-4,450
-24% -$292K 0.05% 460
2019
Q4 		$1.22M Hold
18,800
– – 0.05% 390
2019
Q3 		$1.25M Sell
18,800
-2,100
-10% -$133K 0.06% 354
2019
Q2 		$1.26M Sell
20,900
-1,100
-5% -$64.3K 0.05% 366
2019
Q1 		$1.28M Sell
22,000
-1,100
-5% -$62.6K 0.05% 381
2018
Q4 		$1.31M Sell
23,100
-1,100
-5% -$63.5K 0.06% 317
2018
Q3 		$1.33M Sell
24,200
-800
-3% -$45.3K 0.05% 432
2018
Q2 		$1.4M Buy
+25,000
New +$1.34M 0.06% 392

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New Mexico Educational Retirement Board's EVRG Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Evergy (EVRG) stake by 7.5% in Q2 2026, buying an estimated $66.2K and bringing the position to 11,450 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #692.

New Mexico Educational Retirement Board first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.4M in Q2 2018. 360 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • New Mexico Educational Retirement Board held 11,450 shares of Evergy worth $990K as of Q2 2026.
  • New Mexico Educational Retirement Board bought 800 Evergy shares in Q2 2026, an estimated $66.2K.
  • Evergy made up 0.02% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #692 holding.
  • New Mexico Educational Retirement Board first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • New Mexico Educational Retirement Board's Evergy position peaked at $1.4M in Q2 2018.
  • 360 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.