Savant Capital
EVRG icon

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
Q3 		$25.9M Buy
330,765
+176,261
+114% +$14.6M 0.07% 177
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Savant Capital's EVRG Position: Q3 2026 in Review

Savant Capital increased its Evergy (EVRG) stake by 114% in Q3 2026, buying an estimated $14.6M and bringing the position to 330,765 shares worth $25.9M. The position accounts for 0.07% of the portfolio, ranked #177.

Savant Capital first reported a position in EVRG in Q1 2022 and has held it in 17 quarters since. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Savant Capital held 330,765 shares of Evergy worth $25.9M as of Q3 2026.
  • Savant Capital bought 176,261 Evergy shares in Q3 2026, an estimated $14.6M.
  • Evergy made up 0.07% of Savant Capital's portfolio in Q3 2026, its #177 holding.
  • Savant Capital first reported a position in Evergy in Q1 2022 and has held it in 17 quarters since.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.