North Star Investment Management’s Evergy EVRG Stock Holding History

North Star 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	$13.8K	Buy	160 +5	+3%	+$414	﹤0.01%	1005
2026 Q1	$12.7K	Buy	155 +5	+3%	+$395	﹤0.01%	977
2025 Q4	$10.9K	Buy	150 +20	+15%	+$1.52K	﹤0.01%	943
2025 Q3	$9.88K	Hold	130	–	–	﹤0.01%	913
2025 Q2	$8.96K	Buy	130 +11	+9%	+$739	﹤0.01%	904
2025 Q1	$8.21K	Hold	119	–	–	﹤0.01%	890
2024 Q4	$7.32K	Hold	119	–	–	﹤0.01%	929
2024 Q3	$7.38K	Hold	119	–	–	﹤0.01%	904
2024 Q2	$6.3K	Sell	119 -149	-56%	-$7.93K	﹤0.01%	888
2024 Q1	$14.3K	Hold	268	–	–	﹤0.01%	802
2023 Q4	$14K	Sell	268 -8	-3%	-$403	﹤0.01%	775
2023 Q3	$14K	Hold	276	–	–	﹤0.01%	778
2023 Q2	$16.1K	Hold	276	–	–	﹤0.01%	768
2023 Q1	$16.9K	Sell	276 -59	-18%	-$3.59K	﹤0.01%	783
2022 Q4	$21.1K	Buy	335 +8	+2%	+$480	﹤0.01%	735
2022 Q3	$19K	Hold	327	–	–	﹤0.01%	706
2022 Q2	$21K	Hold	327	–	–	﹤0.01%	702
2022 Q1	$22K	Hold	327	–	–	﹤0.01%	725
2021 Q4	$22K	Hold	327	–	–	﹤0.01%	752
2021 Q3	$20K	Hold	327	–	–	﹤0.01%	738
2021 Q2	$20K	Hold	327	–	–	﹤0.01%	736
2021 Q1	$19K	Hold	327	–	–	﹤0.01%	700
2020 Q4	$18K	Hold	327	–	–	﹤0.01%	688
2020 Q3	$17K	Hold	327	–	–	﹤0.01%	681
2020 Q2	$19K	Hold	327	–	–	﹤0.01%	643
2020 Q1	$18K	Hold	327	–	–	﹤0.01%	651
2019 Q4	$21K	Hold	327	–	–	﹤0.01%	700
2019 Q3	$22K	Buy	+327	New	+$20.7K	﹤0.01%	694
2019 Q2	–	Sell	-327	Closed	-$19K	–	562
2019 Q1	$19K	Hold	327	–	–	﹤0.01%	725
2018 Q4	$19K	Hold	327	–	–	﹤0.01%	698
2018 Q3	$18K	Buy	+327	New	+$18.5K	﹤0.01%	741

Other funds holding EVRG

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

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

North Star Investment Management's EVRG Position: Q2 2026 in Review

North Star Investment Management increased its Evergy (EVRG) stake by 3.2% in Q2 2026, buying an estimated $414 and bringing the position to 160 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

North Star Investment Management first reported a position in EVRG in Q3 2018 and has held it in 31 quarters since. The position peaked at $22K in Q1 2022. 296 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

North Star Investment Management held 160 shares of Evergy worth $13.8K as of Q2 2026.
North Star Investment Management bought 5 Evergy shares in Q2 2026, an estimated $414.
Evergy made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1005 holding.
North Star Investment Management first reported a position in Evergy in Q3 2018 and has held it in 31 quarters since.
North Star Investment Management's Evergy position peaked at $22K in Q1 2022.
296 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.