Ray Dalio
EVRG icon

Ray Dalio’s Evergy EVRG Stock Holding History

Ray Dalio’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
Q1 		$12.7M Buy
154,471
+45,652
+42% +$3.61M 0.06% 228
2025
Q4 		$7.89M Buy
+108,819
New +$8.26M 0.03% 413
2023
Q1 		– Sell
-42,266
Closed -$2.66M – 781
2022
Q4 		$2.66M Buy
42,266
+10,472
+33% +$629K 0.01% 483
2022
Q3 		$1.89M Sell
31,794
-7,653
-19% -$515K 0.01% 576
2022
Q2 		$2.57M Buy
39,447
+11,026
+39% +$748K 0.01% 624
2022
Q1 		$1.94M Buy
28,421
+15,921
+127% +$1.03M 0.01% 690
2021
Q4 		$858K Buy
+12,500
New +$813K 0.01% 596
2020
Q3 		– Sell
-3,880
Closed -$230K – 467
2020
Q2 		$230K Sell
3,880
-2,928
-43% -$173K ﹤0.01% 363
2020
Q1 		$375K Buy
+6,808
New +$447K 0.01% 317

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ray Dalio's EVRG Position: Q1 2026 in Review

Ray Dalio increased its Evergy (EVRG) stake by 42% in Q1 2026, buying an estimated $3.61M and bringing the position to 154,471 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #228.

Ray Dalio first reported a position in EVRG in Q1 2020 and has held it in 9 quarters since. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Ray Dalio held 154,471 shares of Evergy worth $12.7M as of Q1 2026.
  • Ray Dalio bought 45,652 Evergy shares in Q1 2026, an estimated $3.61M.
  • Evergy made up 0.06% of Ray Dalio's portfolio in Q1 2026, its #228 holding.
  • Ray Dalio first reported a position in Evergy in Q1 2020 and has held it in 9 quarters since.
  • 920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.