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Sachetta’s Evergy EVRG Stock Holding History

Sachetta’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 		$18.1K Buy
209
+47
+29% +$3.89K 0.01% 320
2026
Q1 		$13.3K Buy
162
+143
+753% +$11.3K 0.01% 378
2025
Q4 		$1.38K Hold
19
– – ﹤0.01% 864
2025
Q3 		$1.45K Hold
19
– – ﹤0.01% 903
2025
Q2 		$1.31K Buy
+19
New +$1.28K ﹤0.01% 933
2025
Q1 		– Sell
-1
Closed -$62 – 1149
2024
Q4 		$62 Buy
+1
New +$62 ﹤0.01% 1168
2024
Q2 		– Sell
-12
Closed -$627 – 1253
2024
Q1 		$627 Hold
12
– – ﹤0.01% 1025
2023
Q4 		$627 Buy
+12
New +$604 ﹤0.01% 1025

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Sachetta's EVRG Position: Q2 2026 in Review

Sachetta increased its Evergy (EVRG) stake by 29% in Q2 2026, buying an estimated $3.89K and bringing the position to 209 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #320.

Sachetta first reported a position in EVRG in Q4 2023 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sachetta held 209 shares of Evergy worth $18.1K as of Q2 2026.
  • Sachetta bought 47 Evergy shares in Q2 2026, an estimated $3.89K.
  • Evergy made up 0.01% of Sachetta's portfolio in Q2 2026, its #320 holding.
  • Sachetta first reported a position in Evergy in Q4 2023 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.