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Oxford Asset Management’s Evergy EVRG Stock Holding History

Oxford 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
Q1 		– Sell
-6,561
Closed -$476K – 555
2025
Q4 		$476K Buy
+6,561
New +$498K 0.17% 193
2020
Q1 		– Sell
-10,152
Closed -$661K – 575
2019
Q4 		$661K Buy
+10,152
New +$647K 0.02% 1088

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Oxford Asset Management's EVRG Position: Q1 2026 in Review

Oxford Asset Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 6,561 shares — an estimated $476K sold.

Oxford Asset Management first reported a position in EVRG in Q4 2019 and held it in 2 quarters. The position peaked at $661K in Q4 2019. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Oxford Asset Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Oxford Asset Management sold 6,561 Evergy shares in Q1 2026, an estimated $476K.
  • Oxford Asset Management first reported a position in Evergy in Q4 2019 and held it in 2 quarters.
  • Oxford Asset Management's Evergy position peaked at $661K in Q4 2019.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.