OQS
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Occudo Quantitative Strategies’s Evergy EVRG Stock Holding History

Occudo Quantitative Strategies’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 		$4.85M Sell
56,150
-103,170
-65% -$8.54M 0.26% 113
2026
Q1 		$13.2M Buy
159,320
+47,183
+42% +$3.73M 0.72% 20
2025
Q4 		$8.13M Buy
112,137
+57,224
+104% +$4.34M 0.54% 42
2025
Q3 		$4.17M Buy
54,913
+48,686
+782% +$3.47M 0.51% 37
2025
Q2 		$429K Buy
+6,227
New +$418K 0.05% 379
2024
Q3 		– Sell
-16,287
Closed -$863K – 795
2024
Q2 		$863K Buy
+16,287
New +$866K 0.15% 191
2024
Q1 		– Sell
-32,152
Closed -$1.68M – 819
2023
Q4 		$1.68M Sell
32,152
-11,761
-27% -$592K 0.23% 116
2023
Q3 		$2.23M Sell
43,913
-19,222
-30% -$1.09M 0.29% 79
2023
Q2 		$3.69M Buy
+63,135
New +$3.81M 0.38% 39
2022
Q4 		– Sell
-6,435
Closed -$382K – 1093
2022
Q3 		$382K Buy
+6,435
New +$433K 0.03% 762
2022
Q2 		– Sell
-18,631
Closed -$1.27M – 1208
2022
Q1 		$1.27M Buy
+18,631
New +$1.2M 0.11% 303
2021
Q1 		– Sell
-12,662
Closed -$703K – 805
2020
Q4 		$703K Buy
+12,662
New +$695K 0.22% 131

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

Occudo Quantitative Strategies's EVRG Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Evergy (EVRG) stake by 65% in Q2 2026, selling an estimated $8.54M and leaving 56,150 shares worth $4.85M. The position accounts for 0.26% of the portfolio, ranked #113.

Occudo Quantitative Strategies first reported a position in EVRG in Q4 2020 and has held it in 12 quarters since. The position peaked at $13.2M in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Occudo Quantitative Strategies held 56,150 shares of Evergy worth $4.85M as of Q2 2026.
  • Occudo Quantitative Strategies sold 103,170 Evergy shares in Q2 2026, an estimated $8.54M.
  • Evergy made up 0.26% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #113 holding.
  • Occudo Quantitative Strategies first reported a position in Evergy in Q4 2020 and has held it in 12 quarters since.
  • Occudo Quantitative Strategies's Evergy position peaked at $13.2M in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.