Prelude Capital Management’s Evergy EVRG Stock Holding History

Prelude Capital 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	$318K	Sell	3,675 -2,475	-40%	-$205K	0.02%	745
2026 Q1	$504K	Buy	6,150 +2,920	+90%	+$231K	0.04%	508
2025 Q4	$234K	Sell	3,230 -12,318	-79%	-$934K	0.02%	947
2025 Q3	$1.18M	Sell	15,548 -7,940	-34%	-$566K	0.09%	275
2025 Q2	$1.62M	Buy	23,488 +8,772	+60%	+$590K	0.16%	165
2025 Q1	$1.01M	Sell	14,716 -14,872	-50%	-$973K	0.08%	307
2024 Q4	$1.82M	Buy	+29,588	New	+$1.83M	0.11%	206
2021 Q2	–	Sell	-3,945	Closed	-$235K	–	1722
2021 Q1	$235K	Sell	3,945 -2,782	-41%	-$154K	0.01%	1259
2020 Q4	$373K	Buy	+6,727	New	+$369K	0.01%	830
2020 Q2	–	Sell	-104	Closed	-$6K	–	2035
2020 Q1	$6K	Buy	+104	New	+$6.83K	﹤0.01%	1205
2019 Q4	–	Sell	-1,890	Closed	-$126K	–	2006
2019 Q3	$126K	Sell	1,890 -2,004	-51%	-$127K	0.01%	875
2019 Q2	$234K	Sell	3,894 -29,290	-88%	-$1.71M	0.01%	685
2019 Q1	$1.93M	Sell	33,184 -10,324	-24%	-$588K	0.11%	194
2018 Q4	$2.47M	Sell	43,508 -18,480	-30%	-$1.07M	0.17%	133
2018 Q3	$3.4M	Buy	61,988 +31,902	+106%	+$1.8M	0.2%	87
2018 Q2	$1.69M	Buy	+30,086	New	+$1.61M	0.11%	202

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Prelude Capital Management's EVRG Position: Q2 2026 in Review

Prelude Capital Management reduced its Evergy (EVRG) stake by 40% in Q2 2026, selling an estimated $205K and leaving 3,675 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #745.

Prelude Capital Management first reported a position in EVRG in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.4M in Q3 2018. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Prelude Capital Management held 3,675 shares of Evergy worth $318K as of Q2 2026.
Prelude Capital Management sold 2,475 Evergy shares in Q2 2026, an estimated $205K.
Evergy made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #745 holding.
Prelude Capital Management first reported a position in Evergy in Q2 2018 and has held it in 16 quarters since.
Prelude Capital Management's Evergy position peaked at $3.4M in Q3 2018.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.