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Steph & Co’s Evergy EVRG Stock Holding History

Steph & 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 		– Sell
-6,455
Closed -$529K – 298
2026
Q1 		$529K Buy
6,455
+7
+0.1% +$553 0.15% 53
2025
Q4 		$467K Sell
6,448
-812
-11% -$61.6K 0.13% 56
2025
Q3 		$552K Sell
7,260
-1,368
-16% -$97.5K 0.17% 50
2025
Q2 		$595K Sell
8,628
-97
-1% -$6.52K 0.19% 50
2025
Q1 		$602K Sell
8,725
-583
-6% -$38.2K 0.22% 51
2024
Q4 		$573K Buy
9,308
+683
+8% +$42.2K 0.19% 52
2024
Q3 		$535K Buy
8,625
+553
+7% +$32.2K 0.17% 58
2024
Q2 		$428K Sell
8,072
-117
-1% -$6.22K 0.15% 64
2024
Q1 		$437K Buy
+8,189
New +$418K 0.15% 71
2020
Q2 		– Sell
-299
Closed -$16K – 243
2020
Q1 		$16K Hold
299
– – 0.02% 190
2019
Q4 		$19K Buy
+299
New +$19.1K 0.02% 201

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Steph & Co sold out of Evergy (EVRG) in Q2 2026, closing a stake of 6,455 shares — an estimated $529K sold.

Steph & Co first reported a position in EVRG in Q4 2019 and held it in 11 quarters. The position peaked at $602K in Q1 2025. 126 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Steph & Co reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 6,455 Evergy shares in Q2 2026, an estimated $529K.
  • Steph & Co first reported a position in Evergy in Q4 2019 and held it in 11 quarters.
  • Steph & Co's Evergy position peaked at $602K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.