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Schnieders Capital Management’s Evergy EVRG Stock Holding History

Schnieders Capital 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 		$1.82M Sell
21,112
-100
-0.5% -$8.28K 0.24% 71
2026
Q1 		$1.74M Sell
21,212
-133
-0.6% -$10.5K 0.28% 61
2025
Q4 		$1.55M Sell
21,345
-50
-0.2% -$3.79K 0.24% 66
2025
Q3 		$1.63M Sell
21,395
-150
-0.7% -$10.7K 0.29% 60
2025
Q2 		$1.49M Buy
21,545
+872
+4% +$58.6K 0.26% 63
2025
Q1 		$1.43M Hold
20,673
– – 0.3% 57
2024
Q4 		$1.27M Hold
20,673
– – 0.25% 68
2024
Q3 		$1.28M Buy
20,673
+2,250
+12% +$131K 0.24% 71
2024
Q2 		$976K Buy
18,423
+1,975
+12% +$105K 0.2% 77
2024
Q1 		$878K Sell
16,448
-275
-2% -$14.1K 0.18% 87
2023
Q4 		$873K Buy
+16,723
New +$842K 0.19% 82

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

Schnieders Capital Management's EVRG Position: Q2 2026 in Review

Schnieders Capital Management reduced its Evergy (EVRG) stake by 0.47% in Q2 2026, selling an estimated $8.28K and leaving 21,112 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #71.

Schnieders Capital Management first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Schnieders Capital Management held 21,112 shares of Evergy worth $1.82M as of Q2 2026.
  • Schnieders Capital Management sold 100 Evergy shares in Q2 2026, an estimated $8.28K.
  • Evergy made up 0.24% of Schnieders Capital Management's portfolio in Q2 2026, its #71 holding.
  • Schnieders Capital Management first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.