Schulhoff & Co’s Evergy EVRG Stock Holding History

Schulhoff & Co’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	$475K	Hold	5,500	–	–	0.19%	89
2026 Q1	$451K	Hold	5,500	–	–	0.19%	89
2025 Q4	$399K	Hold	5,500	–	–	0.17%	93
2025 Q3	$418K	Hold	5,500	–	–	0.18%	93
2025 Q2	$379K	Hold	5,500	–	–	0.17%	94
2025 Q1	$379K	Hold	5,500	–	–	0.17%	95
2024 Q4	$339K	Hold	5,500	–	–	0.12%	96
2024 Q3	$341K	Hold	5,500	–	–	0.14%	98
2024 Q2	$291K	Hold	5,500	–	–	0.13%	96
2024 Q1	$294K	Hold	5,500	–	–	0.13%	98
2023 Q4	$287K	Hold	5,500	–	–	0.14%	98
2023 Q3	$279K	Hold	5,500	–	–	0.14%	94
2023 Q2	$321K	Hold	5,500	–	–	0.15%	86
2023 Q1	$226K	Hold	5,500	–	–	0.11%	108
2022 Q4	$346K	Hold	5,500	–	–	0.16%	89
2022 Q3	$326K	Hold	5,500	–	–	0.17%	87
2022 Q2	$358K	Hold	5,500	–	–	0.17%	82
2022 Q1	$375K	Hold	5,500	–	–	0.16%	85
2021 Q4	$377K	Hold	5,500	–	–	0.16%	85
2021 Q3	$342K	Hold	5,500	–	–	0.15%	88
2021 Q2	$332K	Hold	5,500	–	–	0.15%	92
2021 Q1	$327K	Hold	5,500	–	–	0.15%	90
2020 Q4	$305K	Hold	5,500	–	–	0.15%	87
2020 Q3	$279K	Hold	5,500	–	–	0.15%	82
2020 Q2	$326K	Hold	5,500	–	–	0.19%	75
2020 Q1	$302K	Hold	5,500	–	–	0.19%	80
2019 Q4	$357K	Hold	5,500	–	–	0.17%	85
2019 Q3	$366K	Buy	+5,500	New	+$348K	0.18%	81

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Schulhoff & Co's EVRG Position: Q2 2026 in Review

Schulhoff & Co held its Evergy (EVRG) position steady in Q2 2026 at 5,500 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #89.

Schulhoff & Co first reported a position in EVRG in Q3 2019 and has held it in 28 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Schulhoff & Co held 5,500 shares of Evergy worth $475K as of Q2 2026.
Schulhoff & Co left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.19% of Schulhoff & Co's portfolio in Q2 2026, its #89 holding.
Schulhoff & Co first reported a position in Evergy in Q3 2019 and has held it in 28 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Schulhoff & Co's 13F filing for Q2 2026, filed 13 Aug 2026.