NEI
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Northwest & Ethical Investments’s Evergy EVRG Stock Holding History

Northwest & Ethical Investments’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 		$309K Sell
3,549
-5,838
-62% -$483K 0.01% 370
2026
Q1 		$776K Hold
9,387
– – 0.02% 340
2025
Q4 		$687K Sell
9,387
-1,022
-10% -$77.5K 0.02% 357
2025
Q3 		$781K Buy
10,409
+1,800
+21% +$128K 0.02% 359
2025
Q2 		$588K Hold
8,609
– – 0.01% 386
2025
Q1 		$593K Buy
8,609
+6,409
+291% +$419K 0.02% 374
2024
Q4 		$135K Sell
2,200
-1,100
-33% -$68K ﹤0.01% 421
2024
Q3 		$205K Buy
+3,300
New +$192K 0.01% 413
2023
Q3 		– Sell
-9,937
Closed -$581K – 389
2023
Q2 		$581K Buy
+9,937
New +$600K 0.02% 319

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Northwest & Ethical Investments's EVRG Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Evergy (EVRG) stake by 62% in Q2 2026, selling an estimated $483K and leaving 3,549 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #370.

Northwest & Ethical Investments first reported a position in EVRG in Q2 2023 and has held it in 9 quarters since. The position peaked at $781K in Q3 2025. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Northwest & Ethical Investments held 3,549 shares of Evergy worth $309K as of Q2 2026.
  • Northwest & Ethical Investments sold 5,838 Evergy shares in Q2 2026, an estimated $483K.
  • Evergy made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #370 holding.
  • Northwest & Ethical Investments first reported a position in Evergy in Q2 2023 and has held it in 9 quarters since.
  • Northwest & Ethical Investments's Evergy position peaked at $781K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.