Sagewood Asset Management’s Evergy EVRG Stock Holding History

Sagewood Asset 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	$770K	Buy	8,904 +2,218	+33%	+$184K	0.17%	100
2026 Q1	$548K	Buy	6,686 +2,118	+46%	+$167K	0.17%	116
2025 Q4	$331K	Buy	+4,568	New	+$347K	0.12%	159

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sagewood Asset Management's EVRG Position: Q2 2026 in Review

Sagewood Asset Management increased its Evergy (EVRG) stake by 33% in Q2 2026, buying an estimated $184K and bringing the position to 8,904 shares worth $770K. The position accounts for 0.17% of the portfolio, ranked #100.

Sagewood Asset Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Sagewood Asset Management held 8,904 shares of Evergy worth $770K as of Q2 2026.
Sagewood Asset Management bought 2,218 Evergy shares in Q2 2026, an estimated $184K.
Evergy made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #100 holding.
Sagewood Asset Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.