O'Shaughnessy Asset Management’s Evergy EVRG Stock Holding History

O'Shaughnessy Asset 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	$2.9M	Sell	33,558 -961	-3%	-$79.6K	0.01%	748
2026 Q1	$2.83M	Buy	34,519 +5,552	+19%	+$439K	0.01%	730
2025 Q4	$2.1M	Buy	28,967 +1,935	+7%	+$147K	0.01%	819
2025 Q3	$2.05M	Buy	27,032 +4,343	+19%	+$310K	0.01%	819
2025 Q2	$1.56M	Buy	22,689 +3,163	+16%	+$213K	0.01%	874
2025 Q1	$1.35M	Buy	19,526 +2,906	+17%	+$190K	0.01%	866
2024 Q4	$1.02M	Buy	16,620 +6,248	+60%	+$386K	0.01%	956
2024 Q3	$620K	Buy	10,372 +3,145	+44%	+$183K	0.01%	1126
2024 Q2	$383K	Buy	7,227 +1,802	+33%	+$95.9K	﹤0.01%	1245
2024 Q1	$290K	Buy	+5,425	New	+$277K	﹤0.01%	1328
2021 Q4	–	Sell	-85	Closed	-$5K	–	1630
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	2324
2021 Q2	$5K	Hold	85	–	–	﹤0.01%	2136
2021 Q1	$5K	Hold	85	–	–	﹤0.01%	1919
2020 Q4	$5K	Hold	85	–	–	﹤0.01%	1663
2020 Q3	$4K	Sell	85 -23	-21%	-$1.29K	﹤0.01%	1516
2020 Q2	$6K	Buy	108 +76	+238%	+$4.5K	﹤0.01%	1337
2020 Q1	$2K	Sell	32 -101	-76%	-$6.64K	﹤0.01%	1157
2019 Q4	$9K	Buy	+133	New	+$8.48K	﹤0.01%	1324

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

O'Shaughnessy Asset Management's EVRG Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Evergy (EVRG) stake by 2.8% in Q2 2026, selling an estimated $79.6K and leaving 33,558 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #748.

O'Shaughnessy Asset Management first reported a position in EVRG in Q4 2019 and has held it in 18 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

O'Shaughnessy Asset Management held 33,558 shares of Evergy worth $2.9M as of Q2 2026.
O'Shaughnessy Asset Management sold 961 Evergy shares in Q2 2026, an estimated $79.6K.
Evergy made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #748 holding.
O'Shaughnessy Asset Management first reported a position in Evergy in Q4 2019 and has held it in 18 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.