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Sit Investment Associates’s Evergy EVRG Stock Holding History

Sit Investment Associates’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 		$7.53M Buy
87,125
+2,055
+2% +$170K 0.14% 170
2026
Q1 		$6.97M Sell
85,070
-5,660
-6% -$447K 0.14% 169
2025
Q4 		$6.58M Buy
+90,730
New +$6.88M 0.13% 178

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sit Investment Associates's EVRG Position: Q2 2026 in Review

Sit Investment Associates increased its Evergy (EVRG) stake by 2.4% in Q2 2026, buying an estimated $170K and bringing the position to 87,125 shares worth $7.53M. The position accounts for 0.14% of the portfolio, ranked #170.

Sit Investment Associates 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.

  • Sit Investment Associates held 87,125 shares of Evergy worth $7.53M as of Q2 2026.
  • Sit Investment Associates bought 2,055 Evergy shares in Q2 2026, an estimated $170K.
  • Evergy made up 0.14% of Sit Investment Associates's portfolio in Q2 2026, its #170 holding.
  • Sit Investment Associates 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 Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.