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Steel Grove Capital Advisors’s Evergy EVRG Stock Holding History

Steel Grove Capital Advisors’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 		$2.13M Buy
24,660
+154
+0.6% +$12.8K 0.2% 52
2026
Q1 		$2.01M Buy
24,506
+1,336
+6% +$106K 0.21% 47
2025
Q4 		$1.68M Sell
23,170
-4,423
-16% -$336K 0.17% 61
2025
Q3 		$1.9M Hold
27,593
– – 0.23% 55
2025
Q2 		$1.9M Sell
27,593
-1,982
-7% -$133K 0.23% 55
2025
Q1 		$2.04M Buy
29,575
+372
+1% +$24.3K 0.31% 41
2024
Q4 		$1.8M Sell
29,203
-1,074
-4% -$66.4K 0.25% 52
2024
Q3 		$1.88M Sell
30,277
-932
-3% -$54.2K 0.26% 52
2024
Q2 		$1.65M Buy
31,209
+1,146
+4% +$61K 0.23% 62
2024
Q1 		$1.6M Buy
30,063
+23,683
+371% +$1.21M 0.21% 72
2023
Q4 		$333K Sell
6,380
-23,058
-78% -$1.16M 0.05% 133
2023
Q3 		$1.49M Sell
29,438
-869
-3% -$49.3K 0.2% 76
2023
Q2 		$1.77M Buy
30,307
+1
+0% +$60 0.22% 70
2023
Q1 		$1.85M Buy
+30,306
New +$1.84M 0.25% 66

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

Steel Grove Capital Advisors's EVRG Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Evergy (EVRG) stake by 0.63% in Q2 2026, buying an estimated $12.8K and bringing the position to 24,660 shares worth $2.13M. The position accounts for 0.2% of the portfolio, ranked #52.

Steel Grove Capital Advisors first reported a position in EVRG in Q1 2023 and has held it in 14 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Steel Grove Capital Advisors held 24,660 shares of Evergy worth $2.13M as of Q2 2026.
  • Steel Grove Capital Advisors bought 154 Evergy shares in Q2 2026, an estimated $12.8K.
  • Evergy made up 0.2% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Steel Grove Capital Advisors first reported a position in Evergy in Q1 2023 and has held it in 14 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.