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Orion Capital Management’s Evergy EVRG Stock Holding History

Orion Capital 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 		$864 Hold
10
– – ﹤0.01% 493
2026
Q1 		$819 Hold
10
– – ﹤0.01% 463
2025
Q4 		$725 Hold
10
– – ﹤0.01% 485
2025
Q3 		$760 Hold
10
– – ﹤0.01% 521
2025
Q2 		$689 Hold
10
– – ﹤0.01% 463
2025
Q1 		$690 Hold
10
– – ﹤0.01% 457
2024
Q4 		$616 Buy
+10
New +$618 ﹤0.01% 463
2024
Q3 		– Sell
-10
Closed -$530 – 251
2024
Q2 		$530 Hold
10
– – ﹤0.01% 430
2024
Q1 		$534 Hold
10
– – ﹤0.01% 495
2023
Q4 		$522 Hold
10
– – ﹤0.01% 501
2023
Q3 		$507 Buy
+10
New +$568 ﹤0.01% 490

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

Orion Capital Management's EVRG Position: Q2 2026 in Review

Orion Capital Management held its Evergy (EVRG) position steady in Q2 2026 at 10 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Orion Capital Management first reported a position in EVRG in Q3 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Orion Capital Management held 10 shares of Evergy worth $864 as of Q2 2026.
  • Orion Capital Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #493 holding.
  • Orion Capital Management first reported a position in Evergy in Q3 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.