Picton Mahoney Asset Management’s Evergy EVRG Stock Holding History

Picton Mahoney 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 Q2	$15.2M	Sell	175,319 -10,245	-6%	-$848K	0.11%	171
2026 Q1	$15.2M	Buy	185,564 +12,948	+8%	+$1.02M	0.11%	169
2025 Q4	$12.5M	Buy	172,616 +17,175	+11%	+$1.3M	0.1%	179
2025 Q3	$11.8M	Buy	155,441 +13,758	+10%	+$981K	0.11%	169
2025 Q2	$9.77M	Sell	141,683 -2,743	-2%	-$184K	0.1%	194
2025 Q1	$9.96M	Buy	144,426 +85,971	+147%	+$5.63M	0.17%	126
2024 Q4	$3.6M	Sell	58,455 -66,052	-53%	-$4.08M	0.07%	204
2024 Q3	$7.72M	Buy	124,507 +121,446	+3,968%	+$7.07M	0.25%	123
2024 Q2	$162K	Buy	+3,061	New	+$163K	0.01%	300
2024 Q1	–	Sell	-220	Closed	-$12K	–	416
2023 Q4	$12K	Buy	+220	New	+$11.1K	﹤0.01%	369

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Picton Mahoney Asset Management's EVRG Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Evergy (EVRG) stake by 5.5% in Q2 2026, selling an estimated $848K and leaving 175,319 shares worth $15.2M. The position accounts for 0.11% of the portfolio, ranked #171.

Picton Mahoney Asset Management first reported a position in EVRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2M in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Picton Mahoney Asset Management held 175,319 shares of Evergy worth $15.2M as of Q2 2026.
Picton Mahoney Asset Management sold 10,245 Evergy shares in Q2 2026, an estimated $848K.
Evergy made up 0.11% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #171 holding.
Picton Mahoney Asset Management first reported a position in Evergy in Q4 2023 and has held it in 10 quarters since.
Picton Mahoney Asset Management's Evergy position peaked at $15.2M in Q1 2026.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.