Rafferty Asset Management
EVRG icon

Rafferty Asset Management’s Evergy EVRG Stock Holding History

Rafferty 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
Q3 		$2.14M Buy
27,239
+1,780
+7% +$148K 0.01% 615
2026
Q2 		$2.2M Buy
25,459
+6,830
+37% +$565K 0.01% 616
2026
Q1 		$1.53M Sell
18,629
-6,722
-27% -$531K 0.01% 665
2025
Q4 		$1.84M Buy
25,351
+1,124
+5% +$85.3K 0.01% 665
2025
Q3 		$1.84M Sell
24,227
-501
-2% -$35.7K 0.01% 664
2025
Q2 		$1.7M Buy
24,728
+4,032
+19% +$271K 0.01% 641
2025
Q1 		$1.43M Sell
20,696
-5,116
-20% -$335K 0.01% 664
2024
Q4 		$1.59M Sell
25,812
-686
-3% -$42.4K 0.01% 707
2024
Q3 		$1.64M Buy
26,498
+1,550
+6% +$90.2K 0.01% 685
2024
Q2 		$1.32M Sell
24,948
-1,488
-6% -$79.2K ﹤0.01% 751
2024
Q1 		$1.41M Buy
26,436
+810
+3% +$41.4K 0.01% 768
2023
Q4 		$1.34M Buy
25,626
+2,212
+9% +$111K 0.01% 775
2023
Q3 		$1.19M Buy
23,414
+2,459
+12% +$140K 0.01% 751
2023
Q2 		$1.22M Buy
20,955
+4,098
+24% +$247K 0.01% 771
2023
Q1 		$1.03M Buy
16,857
+1,887
+13% +$115K 0.01% 788
2022
Q4 		$942K Buy
14,970
+6,436
+75% +$387K 0.01% 768
2022
Q3 		$507K Buy
+8,534
New +$574K 0.01% 848
2022
Q1 		– Sell
-5,560
Closed -$381K – 1253
2021
Q4 		$381K Sell
5,560
-2,520
-31% -$164K ﹤0.01% 1107
2021
Q3 		$503K Buy
8,080
+2,933
+57% +$192K ﹤0.01% 1041
2021
Q2 		$311K Buy
5,147
+687
+15% +$43K ﹤0.01% 1170
2021
Q1 		$266K Sell
4,460
-684
-13% -$37.9K ﹤0.01% 1102
2020
Q4 		$286K Buy
+5,144
New +$282K ﹤0.01% 830
2020
Q3 		– Sell
-5,650
Closed -$335K – 983
2020
Q2 		$335K Buy
+5,650
New +$335K ﹤0.01% 803
2019
Q4 		– Sell
-3,243
Closed -$216K – 882
2019
Q3 		$216K Buy
+3,243
New +$205K ﹤0.01% 772

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Rafferty Asset Management's EVRG Position: Q3 2026 in Review

Rafferty Asset Management increased its Evergy (EVRG) stake by 7% in Q3 2026, buying an estimated $148K and bringing the position to 27,239 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #615.

Rafferty Asset Management first reported a position in EVRG in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.2M in Q2 2026. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Rafferty Asset Management held 27,239 shares of Evergy worth $2.14M as of Q3 2026.
  • Rafferty Asset Management bought 1,780 Evergy shares in Q3 2026, an estimated $148K.
  • Evergy made up 0.01% of Rafferty Asset Management's portfolio in Q3 2026, its #615 holding.
  • Rafferty Asset Management first reported a position in Evergy in Q3 2019 and has held it in 24 quarters since.
  • Rafferty Asset Management's Evergy position peaked at $2.2M in Q2 2026.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Rafferty Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.