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Rothschild Investment LLC’s Evergy EVRG Stock Holding History

Rothschild Investment LLC’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 		$425K Buy
4,921
+4,012
+441% +$332K 0.02% 654
2026
Q1 		$74.4K Buy
909
+32
+4% +$2.53K ﹤0.01% 1001
2025
Q4 		$63.5K Buy
877
+73
+9% +$5.54K ﹤0.01% 959
2025
Q3 		$61.1K Buy
804
+57
+8% +$4.06K ﹤0.01% 939
2025
Q2 		$51.5K Buy
747
+15
+2% +$1.01K ﹤0.01% 775
2025
Q1 		$50.5K Sell
732
-9
-1% -$589 ﹤0.01% 764
2024
Q4 		$45.6K Buy
741
+11
+2% +$680 ﹤0.01% 797
2024
Q3 		$45.3K Buy
730
+30
+4% +$1.75K ﹤0.01% 799
2024
Q2 		$37.1K Buy
700
+11
+2% +$585 ﹤0.01% 823
2024
Q1 		$36.8K Buy
689
+460
+201% +$23.5K ﹤0.01% 793
2023
Q4 		$12K Buy
+229
New +$11.5K ﹤0.01% 964

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 $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's EVRG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Evergy (EVRG) stake by 441% in Q2 2026, buying an estimated $332K and bringing the position to 4,921 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #654.

Rothschild Investment LLC first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Rothschild Investment LLC held 4,921 shares of Evergy worth $425K as of Q2 2026.
  • Rothschild Investment LLC bought 4,012 Evergy shares in Q2 2026, an estimated $332K.
  • Evergy made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #654 holding.
  • Rothschild Investment LLC first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 748 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.