Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$286K Buy
+3,314
New +$274K 0.15% 238
2026
Q1
Sell
-6,376
Closed -$462K 551
2025
Q4
$462K Buy
+6,376
New +$484K 0.22% 132

Other funds holding EVRG

R Squared's EVRG Position: Q2 2026 in Review

R Squared opened a new position in Evergy (EVRG) in Q2 2026: 3,314 shares worth $286K. The stake represents 0.15% of the portfolio and ranks #238 among its holdings. This is a return to the name: R Squared previously reported a position in EVRG as recently as Q4 2025.

R Squared first reported a position in EVRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $462K in Q4 2025. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • R Squared held 3,314 shares of Evergy worth $286K as of Q2 2026.
  • Evergy was a new R Squared position in Q2 2026.
  • Evergy made up 0.15% of R Squared's portfolio in Q2 2026, its #238 holding.
  • R Squared first reported a position in Evergy in Q4 2025 and has held it in 2 quarters since.
  • R Squared's Evergy position peaked at $462K in Q4 2025.
  • 943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.