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Optas LLC’s Evergy EVRG Stock Holding History

Optas LLC’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 		$236K Buy
2,730
+111
+4% +$9.19K 0.03% 394
2026
Q1 		$215K Buy
+2,619
New +$207K 0.03% 425
2025
Q4 		– Sell
-3,359
Closed -$255K – 478
2025
Q3 		$255K Buy
3,359
+113
+3% +$8.05K 0.04% 302
2025
Q2 		$224K Buy
+3,246
New +$218K 0.04% 302

Other funds holding EVRG

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
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 York State Teachers Retirement System (NYSTRS)
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Optas LLC's EVRG Position: Q2 2026 in Review

Optas LLC increased its Evergy (EVRG) stake by 4.2% in Q2 2026, buying an estimated $9.19K and bringing the position to 2,730 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #394.

Optas LLC first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $255K in Q3 2025. 221 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Optas LLC held 2,730 shares of Evergy worth $236K as of Q2 2026.
  • Optas LLC bought 111 Evergy shares in Q2 2026, an estimated $9.19K.
  • Evergy made up 0.03% of Optas LLC's portfolio in Q2 2026, its #394 holding.
  • Optas LLC first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • Optas LLC's Evergy position peaked at $255K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.