State of Tennessee, Department of Treasury’s Evergy EVRG Stock Holding History

State of Tennessee, Department of Treasury’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 Q1	$6.8M	Sell	83,026 -25,578	-24%	-$2.02M	0.02%	476
2025 Q4	$8.33M	Sell	108,604 -671	-0.6%	-$50.9K	0.03%	437
2025 Q3	$8.31M	Buy	109,275 +22,791	+26%	+$1.62M	0.03%	429
2025 Q2	$5.96M	Sell	86,484 -13	-0%	-$874	0.02%	496
2025 Q1	$5.96M	Sell	86,497 -439	-0.5%	-$28.7K	0.02%	472
2024 Q4	$5.35M	Sell	86,936 -3,254	-4%	-$201K	0.02%	533
2024 Q3	$5.59M	Buy	90,190 +46,713	+107%	+$2.72M	0.02%	511
2024 Q2	$2.3M	Sell	43,477 -2,042	-4%	-$109K	0.01%	814
2024 Q1	$2.43M	Buy	45,519 +10,703	+31%	+$547K	0.01%	793
2023 Q4	$1.82M	Sell	34,816 -92,975	-73%	-$4.68M	0.01%	914
2023 Q3	$6.48M	Buy	127,791 +92,380	+261%	+$5.24M	0.03%	459
2023 Q2	$2.07M	Hold	35,411	–	–	0.01%	843
2023 Q1	$2.16M	Buy	35,411 +1,162	+3%	+$70.7K	0.01%	795
2022 Q4	$2.15M	Sell	34,249 -2,726	-7%	-$164K	0.01%	811
2022 Q3	$2.2M	Hold	36,975	–	–	0.01%	776
2022 Q2	$2.41M	Hold	36,975	–	–	0.01%	726
2022 Q1	$2.53M	Sell	36,975 -88,446	-71%	-$5.71M	0.01%	788
2021 Q4	$8.61M	Buy	125,421 +86,683	+224%	+$5.64M	0.03%	370
2021 Q3	$2.41M	Sell	38,738 -2,099	-5%	-$138K	0.01%	782
2021 Q2	$2.47M	Buy	40,837 +483	+1%	+$30.2K	0.01%	810
2021 Q1	$2.4M	Sell	40,354 -355	-0.9%	-$19.6K	0.01%	787
2020 Q4	$2.26M	Sell	40,709 -5,094	-11%	-$280K	0.01%	774
2020 Q3	$2.33M	Sell	45,803 -815	-2%	-$45.6K	0.01%	678
2020 Q2	$2.76M	Sell	46,618 -6,965	-13%	-$412K	0.01%	625
2020 Q1	$2.95M	Sell	53,583 -20,533	-28%	-$1.35M	0.02%	544
2019 Q4	$4.82M	Buy	74,116 +15,679	+27%	+$1,000K	0.02%	530
2019 Q3	$3.89M	Buy	58,437 +2,188	+4%	+$138K	0.02%	630
2019 Q2	$3.38M	Sell	56,249 -7,465	-12%	-$437K	0.02%	641
2019 Q1	$3.7M	Sell	63,714 -4,560	-7%	-$260K	0.02%	627
2018 Q4	$3.88M	Sell	68,274 -81,641	-54%	-$4.71M	0.02%	574
2018 Q3	$8.23M	Sell	149,915 -96,726	-39%	-$5.47M	0.04%	386
2018 Q2	$13.8M	Buy	+246,641	New	+$13.2M	0.07%	267

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State of Tennessee, Department of Treasury's EVRG Position: Q1 2026 in Review

State of Tennessee, Department of Treasury reduced its Evergy (EVRG) stake by 24% in Q1 2026, selling an estimated $2.02M and leaving 83,026 shares worth $6.8M. The position accounts for 0.02% of the portfolio, ranked #476.

State of Tennessee, Department of Treasury first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $13.8M in Q2 2018. 921 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

State of Tennessee, Department of Treasury held 83,026 shares of Evergy worth $6.8M as of Q1 2026.
State of Tennessee, Department of Treasury sold 25,578 Evergy shares in Q1 2026, an estimated $2.02M.
Evergy made up 0.02% of State of Tennessee, Department of Treasury's portfolio in Q1 2026, its #476 holding.
State of Tennessee, Department of Treasury first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
State of Tennessee, Department of Treasury's Evergy position peaked at $13.8M in Q2 2018.
921 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on State of Tennessee, Department of Treasury's 13F filing for Q1 2026, filed 15 May 2026.