Pathstone Holdings
EVRG icon

Pathstone Holdings’s Evergy EVRG Stock Holding History

Pathstone Holdings’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 		$2.27M Buy
26,291
+4,609
+21% +$382K 0.01% 1038
2026
Q1 		$1.78M Buy
21,682
+283
+1% +$22.4K 0.01% 1092
2025
Q4 		$1.55M Sell
21,399
-296
-1% -$22.5K 0.01% 1168
2025
Q3 		$1.65M Buy
21,695
+482
+2% +$34.4K 0.01% 1144
2025
Q2 		$1.46M Buy
21,213
+694
+3% +$46.6K 0.01% 1180
2025
Q1 		$1.41M Buy
20,519
+179
+0.9% +$11.7K 0.01% 1170
2024
Q4 		$1.25M Buy
20,340
+546
+3% +$33.8K 0.01% 1240
2024
Q3 		$1.23M Buy
19,794
+1,682
+9% +$97.9K 0.01% 1254
2024
Q2 		$959K Buy
18,112
+3,133
+21% +$167K ﹤0.01% 1355
2024
Q1 		$800K Buy
14,979
+822
+6% +$42K ﹤0.01% 1428
2023
Q4 		$747K Buy
+14,157
New +$713K ﹤0.01% 1248

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

Pathstone Holdings's EVRG Position: Q2 2026 in Review

Pathstone Holdings increased its Evergy (EVRG) stake by 21% in Q2 2026, buying an estimated $382K and bringing the position to 26,291 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1038.

Pathstone Holdings first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pathstone Holdings held 26,291 shares of Evergy worth $2.27M as of Q2 2026.
  • Pathstone Holdings bought 4,609 Evergy shares in Q2 2026, an estimated $382K.
  • Evergy made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1038 holding.
  • Pathstone Holdings first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.