Principal Financial Group’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22M Sell
254,799
-5,176
-2% -$429K 0.01% 925
2026
Q1
$21.3M Sell
259,975
-9,068
-3% -$717K 0.01% 881
2025
Q4
$19.5M Buy
269,043
+6,259
+2% +$475K 0.01% 910
2025
Q3
$20M Sell
262,784
-3,566
-1% -$254K 0.01% 866
2025
Q2
$18.4M Sell
266,350
-7,609
-3% -$511K 0.01% 883
2025
Q1
$18.9M Sell
273,959
-2,453
-0.9% -$161K 0.01% 868
2024
Q4
$17M Sell
276,412
-1,785
-0.6% -$110K 0.01% 958
2024
Q3
$17.3M Buy
278,197
+18,595
+7% +$1.08M 0.01% 930
2024
Q2
$13.8M Sell
259,602
-26,895
-9% -$1.43M 0.01% 1097
2024
Q1
$15.3M Buy
286,497
+6,984
+2% +$357K 0.01% 1081
2023
Q4
$14.6M Sell
279,513
-4,093
-1% -$206K 0.01% 1089
2023
Q3
$14.4M Buy
283,606
+153
+0.1% +$8.69K 0.01% 1012
2023
Q2
$16.6M Sell
283,453
-17,173
-6% -$1.04M 0.01% 958
2023
Q1
$18.4M Buy
300,626
+5,566
+2% +$339K 0.01% 897
2022
Q4
$18.6M Sell
295,060
-9,721
-3% -$584K 0.01% 868
2022
Q3
$18.1M Buy
304,781
+15,962
+6% +$1.07M 0.01% 826
2022
Q2
$18.8M Sell
288,819
-10,159
-3% -$689K 0.01% 853
2022
Q1
$20.4M Buy
298,978
+12,491
+4% +$806K 0.01% 883
2021
Q4
$19.7M Sell
286,487
-8,654
-3% -$563K 0.01% 964
2021
Q3
$18.4M Buy
295,141
+7,548
+3% +$495K 0.01% 1023
2021
Q2
$17.4M Buy
287,593
+10,246
+4% +$641K 0.01% 1085
2021
Q1
$16.5M Sell
277,347
-59,429
-18% -$3.29M 0.01% 1075
2020
Q4
$18.7M Sell
336,776
-25,870
-7% -$1.42M 0.01% 818
2020
Q3
$18.4M Buy
362,646
+18,946
+6% +$1.06M 0.02% 706
2020
Q2
$20.4M Buy
343,700
+3,723
+1% +$220K 0.02% 640
2020
Q1
$18.7M Buy
339,977
+6,725
+2% +$442K 0.02% 581
2019
Q4
$21.7M Sell
333,252
-47,374
-12% -$3.02M 0.02% 746
2019
Q3
$25.3M Sell
380,626
-1,424,316
-79% -$90.1M 0.02% 615
2019
Q2
$109M Sell
1,804,942
-50,172
-3% -$2.94M 0.1% 236
2019
Q1
$108M Sell
1,855,114
-56,166
-3% -$3.2M 0.1% 230
2018
Q4
$109M Sell
1,911,280
-247,433
-11% -$14.3M 0.12% 209
2018
Q3
$119M Sell
2,158,713
-5,328
-0.2% -$301K 0.1% 231
2018
Q2
$122M Buy
+2,164,041
New +$116M 0.11% 215

Other funds holding EVRG

Principal Financial Group's EVRG Position: Q2 2026 in Review

Principal Financial Group reduced its Evergy (EVRG) stake by 2% in Q2 2026, selling an estimated $429K and leaving 254,799 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #925.

Principal Financial Group first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $122M in Q2 2018. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Principal Financial Group held 254,799 shares of Evergy worth $22M as of Q2 2026.
  • Principal Financial Group sold 5,176 Evergy shares in Q2 2026, an estimated $429K.
  • Evergy made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #925 holding.
  • Principal Financial Group first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • Principal Financial Group's Evergy position peaked at $122M in Q2 2018.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.