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Pallas Capital Advisors’s Evergy EVRG Stock Holding History

Pallas Capital 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 		$855K Sell
9,898
-798
-7% -$66.1K 0.03% 404
2026
Q1 		$876K Sell
10,696
-364
-3% -$28.8K 0.03% 353
2025
Q4 		$802K Buy
11,060
+13
+0.1% +$986 0.03% 411
2025
Q3 		$840K Buy
11,047
+235
+2% +$16.7K 0.03% 381
2025
Q2 		$745K Sell
10,812
-43
-0.4% -$2.89K 0.03% 394
2025
Q1 		$748K Buy
10,855
+708
+7% +$46.3K 0.03% 363
2024
Q4 		$625K Buy
10,147
+496
+5% +$30.7K 0.03% 325
2024
Q3 		$595K Buy
9,651
+1,251
+15% +$72.8K 0.03% 321
2024
Q2 		$463K Buy
+8,400
New +$447K 0.02% 323

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pallas Capital Advisors's EVRG Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Evergy (EVRG) stake by 7.5% in Q2 2026, selling an estimated $66.1K and leaving 9,898 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #404.

Pallas Capital Advisors first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $876K in Q1 2026. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pallas Capital Advisors held 9,898 shares of Evergy worth $855K as of Q2 2026.
  • Pallas Capital Advisors sold 798 Evergy shares in Q2 2026, an estimated $66.1K.
  • Evergy made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #404 holding.
  • Pallas Capital Advisors first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • Pallas Capital Advisors's Evergy position peaked at $876K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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