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Savant Capital’s Evergy EVRG Stock Holding History

Savant 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
Q2 		$13M Buy
154,504
+148,128
+2,323% +$12.3M 0.04% 250
2026
Q1 		$522K Buy
6,376
+837
+15% +$66.1K ﹤0.01% 890
2025
Q4 		$402K Sell
5,539
-369
-6% -$28K ﹤0.01% 924
2025
Q3 		$449K Buy
5,908
+463
+9% +$33K ﹤0.01% 842
2025
Q2 		$375K Sell
5,445
-91
-2% -$6.12K ﹤0.01% 864
2025
Q1 		$382K Sell
5,536
-54,958
-91% -$3.6M ﹤0.01% 749
2024
Q4 		$3.72M Buy
60,494
+1,331
+2% +$82.3K 0.03% 285
2024
Q3 		$3.67M Sell
59,163
-441
-0.7% -$25.7K 0.03% 274
2024
Q2 		$3.16M Buy
59,604
+42,561
+250% +$2.26M 0.03% 275
2024
Q1 		$910K Buy
17,043
+12,311
+260% +$629K 0.01% 570
2023
Q4 		$247K Buy
4,732
+348
+8% +$17.5K ﹤0.01% 755
2023
Q3 		$222K Sell
4,384
-348
-7% -$19.8K ﹤0.01% 736
2023
Q2 		$276K Buy
4,732
+62
+1% +$3.74K ﹤0.01% 667
2023
Q1 		$285K Buy
4,670
+992
+27% +$60.3K 0.01% 609
2022
Q4 		$205K Buy
+3,678
New +$221K 0.01% 550
2022
Q2 		– Sell
-3,018
Closed -$206K – 565
2022
Q1 		$206K Buy
+3,018
New +$195K 0.01% 544

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

Savant Capital's EVRG Position: Q2 2026 in Review

Savant Capital increased its Evergy (EVRG) stake by 2,323% in Q2 2026, buying an estimated $12.3M and bringing the position to 154,504 shares worth $13M. The position accounts for 0.04% of the portfolio, ranked #250.

Savant Capital first reported a position in EVRG in Q1 2022 and has held it in 16 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Savant Capital held 154,504 shares of Evergy worth $13M as of Q2 2026.
  • Savant Capital bought 148,128 Evergy shares in Q2 2026, an estimated $12.3M.
  • Evergy made up 0.04% of Savant Capital's portfolio in Q2 2026, its #250 holding.
  • Savant Capital first reported a position in Evergy in Q1 2022 and has held it in 16 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.