SJS Investment Consulting’s Evergy EVRG Stock Holding History

SJS Investment Consulting’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	$23.9K	Buy	277 +164	+145%	+$13.6K	﹤0.01%	729
2026 Q1	$9.26K	Hold	113	–	–	﹤0.01%	863
2025 Q4	$8.19K	Hold	113	–	–	﹤0.01%	829
2025 Q3	$8.59K	Buy	113 +99	+707%	+$7.06K	﹤0.01%	633
2025 Q2	$966	Sell	14 -9	-39%	-$605	﹤0.01%	865
2025 Q1	$1.59K	Buy	23 +2	+10%	+$131	﹤0.01%	822
2024 Q4	$1.29K	Buy	21 +2	+11%	+$124	﹤0.01%	908
2024 Q3	$1.18K	Hold	19	–	–	﹤0.01%	1004
2024 Q2	$1.01K	Buy	19 +5	+36%	+$266	﹤0.01%	1025
2024 Q1	$748	Buy	14 +1	+8%	+$51	﹤0.01%	1147
2023 Q4	$679	Sell	13 -1	-7%	-$50	﹤0.01%	1124
2023 Q3	$710	Buy	14 +2	+17%	+$114	﹤0.01%	1072
2023 Q2	$702	Sell	12 -2	-14%	-$121	﹤0.01%	1038
2023 Q1	$856	Sell	14 -5	-26%	-$304	﹤0.01%	951
2022 Q4	$1.2K	Buy	19 +9	+90%	+$541	﹤0.01%	859
2022 Q3	$1K	Buy	+10	New	+$673	﹤0.01%	703

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

SJS Investment Consulting's EVRG Position: Q2 2026 in Review

SJS Investment Consulting increased its Evergy (EVRG) stake by 145% in Q2 2026, buying an estimated $13.6K and bringing the position to 277 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

SJS Investment Consulting first reported a position in EVRG in Q3 2022 and has held it in 16 quarters since. 556 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

SJS Investment Consulting held 277 shares of Evergy worth $23.9K as of Q2 2026.
SJS Investment Consulting bought 164 Evergy shares in Q2 2026, an estimated $13.6K.
Evergy made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #729 holding.
SJS Investment Consulting first reported a position in Evergy in Q3 2022 and has held it in 16 quarters since.
556 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.