Patton Fund Management’s Evergy EVRG Stock Holding History

Patton Fund 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	–	Sell	-29,007	Closed	-$2.38M	–	225
2026 Q1	$2.38M	Sell	29,007 -48,997	-63%	-$3.87M	0.4%	87
2025 Q4	$5.65M	Buy	78,004 +30,766	+65%	+$2.33M	0.76%	56
2025 Q3	$3.59M	Sell	47,238 -1,327	-3%	-$94.6K	0.65%	38
2025 Q2	$3.35M	Buy	+48,565	New	+$3.26M	0.73%	27
2023 Q1	–	Sell	-3,330	Closed	-$210K	–	139
2022 Q4	$210K	Buy	+3,330	New	+$200K	0.06%	143

Other funds holding EVRG

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Patton Fund Management's EVRG Position: Q2 2026 in Review

Patton Fund Management sold out of Evergy (EVRG) in Q2 2026, closing a stake of 29,007 shares — an estimated $2.38M sold.

Patton Fund Management first reported a position in EVRG in Q4 2022 and held it in 5 quarters. The position peaked at $5.65M in Q4 2025. 173 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Patton Fund Management reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 29,007 Evergy shares in Q2 2026, an estimated $2.38M.
Patton Fund Management first reported a position in Evergy in Q4 2022 and held it in 5 quarters.
Patton Fund Management's Evergy position peaked at $5.65M in Q4 2025.
173 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.