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Oxbow Advisors’s Evergy EVRG Stock Holding History

Oxbow Advisors’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 		$4.19M Sell
48,457
-36
-0.1% -$2.98K 0.34% 83
2026
Q1 		$3.97M Buy
48,493
+602
+1% +$47.6K 0.34% 79
2025
Q4 		$3.47M Buy
47,891
+170
+0.4% +$12.9K 0.31% 89
2025
Q3 		$3.63M Buy
47,721
+655
+1% +$46.7K 0.34% 78
2025
Q2 		$3.24M Buy
47,066
+1,713
+4% +$115K 0.35% 72
2025
Q1 		$3.13M Buy
45,353
+1,004
+2% +$65.7K 0.33% 67
2024
Q4 		$2.73M Buy
44,349
+200
+0.5% +$12.4K 0.32% 69
2024
Q3 		$2.74M Buy
+44,149
New +$2.57M 0.27% 68

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

Oxbow Advisors's EVRG Position: Q2 2026 in Review

Oxbow Advisors reduced its Evergy (EVRG) stake by 0.07% in Q2 2026, selling an estimated $2.98K and leaving 48,457 shares worth $4.19M. The position accounts for 0.34% of the portfolio, ranked #83.

Oxbow Advisors first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Oxbow Advisors held 48,457 shares of Evergy worth $4.19M as of Q2 2026.
  • Oxbow Advisors sold 36 Evergy shares in Q2 2026, an estimated $2.98K.
  • Evergy made up 0.34% of Oxbow Advisors's portfolio in Q2 2026, its #83 holding.
  • Oxbow Advisors first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.