Rockefeller Capital Management
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Rockefeller Capital Management’s Evergy EVRG Stock Holding History

Rockefeller 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 		$2.69M Buy
31,150
+16,235
+109% +$1.34M ﹤0.01% 1242
2026
Q1 		$1.22M Buy
14,915
+3,908
+36% +$309K ﹤0.01% 1520
2025
Q4 		$798K Buy
11,007
+6,344
+136% +$481K ﹤0.01% 1653
2025
Q3 		$355K Buy
+4,663
New +$332K ﹤0.01% 1939
2023
Q2 		– Sell
-3,962
Closed -$241K – 1875
2023
Q1 		$241K Buy
3,962
+695
+21% +$42.3K ﹤0.01% 1706
2022
Q4 		$204K Buy
3,267
+2,235
+217% +$134K ﹤0.01% 1658
2022
Q3 		$60K Sell
1,032
-10
-1% -$673 ﹤0.01% 2249
2022
Q2 		$68K Buy
1,042
+57
+6% +$3.87K ﹤0.01% 2144
2022
Q1 		$67K Sell
985
-22
-2% -$1.42K ﹤0.01% 2163
2021
Q4 		$69K Sell
1,007
-546
-35% -$35.5K ﹤0.01% 2076
2021
Q3 		$96K Buy
1,553
+488
+46% +$32K ﹤0.01% 1878
2021
Q2 		$64K Sell
1,065
-97
-8% -$6.07K ﹤0.01% 1968
2021
Q1 		$69K Sell
1,162
-311
-21% -$17.2K ﹤0.01% 1763
2020
Q4 		$81K Sell
1,473
-99
-6% -$5.43K ﹤0.01% 1523
2020
Q3 		$79K Buy
1,572
+47
+3% +$2.63K ﹤0.01% 1350
2020
Q2 		$90K Sell
1,525
-120
-7% -$7.11K ﹤0.01% 1199
2020
Q1 		$91K Buy
1,645
+622
+61% +$40.9K ﹤0.01% 1043
2019
Q4 		$67K Sell
1,023
-1,531
-60% -$97.6K ﹤0.01% 1075
2019
Q3 		$170K Buy
2,554
+2,130
+502% +$135K ﹤0.01% 663
2019
Q2 		$26K Buy
424
+169
+66% +$9.89K ﹤0.01% 957
2019
Q1 		$15K Buy
+255
New +$14.5K ﹤0.01% 1360

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Rockefeller Capital Management increased its Evergy (EVRG) stake by 109% in Q2 2026, buying an estimated $1.34M and bringing the position to 31,150 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Rockefeller Capital Management first reported a position in EVRG in Q1 2019 and has held it in 21 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Rockefeller Capital Management held 31,150 shares of Evergy worth $2.69M as of Q2 2026.
  • Rockefeller Capital Management bought 16,235 Evergy shares in Q2 2026, an estimated $1.34M.
  • Evergy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1242 holding.
  • Rockefeller Capital Management first reported a position in Evergy in Q1 2019 and has held it in 21 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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