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Sagefield Capital’s Evergy EVRG Stock Holding History

Sagefield Capital’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 		$9.82M Sell
119,819
-23,025
-16% -$1.82M 0.71% 42
2025
Q4 		$10.4M Buy
142,844
+27,679
+24% +$2.1M 0.88% 35
2025
Q3 		$8.75M Sell
115,165
-1,885
-2% -$134K 0.98% 28
2025
Q2 		$8.07M Sell
117,050
-19,808
-14% -$1.33M 1.13% 27
2025
Q1 		$9.44M Buy
136,858
+35,834
+35% +$2.35M 1.14% 23
2024
Q4 		$6.22M Buy
101,024
+21,734
+27% +$1.34M 0.67% 41
2024
Q3 		$4.92M Buy
79,290
+4,919
+7% +$286K 0.53% 46
2024
Q2 		$3.94M Buy
74,371
+31,425
+73% +$1.67M 0.42% 47
2024
Q1 		$2.29M Sell
42,946
-20,090
-32% -$1.03M 0.28% 57
2023
Q4 		$3.29M Sell
63,036
-17,518
-22% -$882K 0.43% 48
2023
Q3 		$4.08M Buy
80,554
+2,436
+3% +$138K 0.57% 46
2023
Q2 		$4.56M Buy
78,118
+13,962
+22% +$843K 0.97% 27
2023
Q1 		$3.92M Sell
64,156
-7,022
-10% -$427K 0.91% 27
2022
Q4 		$4.48M Buy
71,178
+9,430
+15% +$566K 1.14% 23
2022
Q3 		$3.67M Buy
61,748
+32,487
+111% +$2.19M 1.16% 24
2022
Q2 		$1.91M Buy
29,261
+5,761
+25% +$391K 0.87% 24
2022
Q1 		$1.61M Hold
23,500
– – 0.7% 29
2021
Q4 		$1.61M Buy
+23,500
New +$1.53M 0.74% 33

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sagefield Capital's EVRG Position: Q1 2026 in Review

Sagefield Capital reduced its Evergy (EVRG) stake by 16% in Q1 2026, selling an estimated $1.82M and leaving 119,819 shares worth $9.82M. The position accounts for 0.71% of the portfolio, ranked #42.

Sagefield Capital first reported a position in EVRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4M in Q4 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Sagefield Capital held 119,819 shares of Evergy worth $9.82M as of Q1 2026.
  • Sagefield Capital sold 23,025 Evergy shares in Q1 2026, an estimated $1.82M.
  • Evergy made up 0.71% of Sagefield Capital's portfolio in Q1 2026, its #42 holding.
  • Sagefield Capital first reported a position in Evergy in Q4 2021 and has held it in 18 quarters since.
  • Sagefield Capital's Evergy position peaked at $10.4M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Sagefield Capital's 13F filing for Q1 2026, filed 15 May 2026.