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Royal Fund Management’s Evergy EVRG Stock Holding History

Royal Fund 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 		$203K Buy
+2,354
New +$195K 0.02% 272
2024
Q4 		– Sell
-4,760
Closed -$295K – 308
2024
Q3 		$295K Buy
+4,760
New +$277K 0.02% 281
2024
Q2 		– Sell
-4,633
Closed -$247K – 302
2024
Q1 		$247K Buy
4,633
+20
+0.4% +$1.02K 0.02% 277
2023
Q4 		$241K Buy
4,613
+20
+0.4% +$1.01K 0.03% 259
2023
Q3 		$233K Sell
4,593
-49
-1% -$2.78K 0.03% 243
2023
Q2 		$271K Buy
4,642
+15
+0.3% +$906 0.03% 241
2023
Q1 		$283K Buy
4,627
+13
+0.3% +$791 0.04% 241
2022
Q4 		$290K Buy
4,614
+5
+0.1% +$300 0.05% 214
2022
Q3 		$273K Hold
4,609
– – 0.05% 185
2022
Q2 		$300K Buy
4,609
+1,479
+47% +$100K 0.05% 171
2022
Q1 		$213K Buy
3,130
+1
+0% +$65 0.03% 196
2021
Q4 		$214K Buy
+3,129
New +$203K 0.03% 182
2020
Q2 		– Sell
-3,126
Closed -$172K – 272
2020
Q1 		$172K Buy
3,126
+52
+2% +$3.42K 0.07% 156
2019
Q4 		$200K Hold
3,074
– – 0.05% 152
2019
Q3 		$204K Buy
3,074
+664
+28% +$42K 0.06% 136
2019
Q2 		$144K Buy
2,410
+1
+0% +$59 0.04% 157
2019
Q1 		$139K Buy
2,409
+2,347
+3,785% +$134K 0.04% 147
2018
Q4 		$3K Hold
62
– – ﹤0.01% 452
2018
Q3 		$3K Hold
62
– – ﹤0.01% 428
2018
Q2 		$3K Buy
+62
New +$3.32K ﹤0.01% 452

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
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

Royal Fund Management's EVRG Position: Q2 2026 in Review

Royal Fund Management opened a new position in Evergy (EVRG) in Q2 2026: 2,354 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in EVRG as recently as Q3 2024.

Royal Fund Management first reported a position in EVRG in Q2 2018 and has held it in 20 quarters since. The position peaked at $300K in Q2 2022. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Royal Fund Management held 2,354 shares of Evergy worth $203K as of Q2 2026.
  • Evergy was a new Royal Fund Management position in Q2 2026.
  • Evergy made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #272 holding.
  • Royal Fund Management first reported a position in Evergy in Q2 2018 and has held it in 20 quarters since.
  • Royal Fund Management's Evergy position peaked at $300K in Q2 2022.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.