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Sterling Capital Management’s Evergy EVRG Stock Holding History

Sterling Capital Management’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 		$3.07M Buy
35,540
+26,982
+315% +$2.23M 0.05% 280
2026
Q1 		$701K Sell
8,558
-10,381
-55% -$820K 0.01% 621
2025
Q4 		$1.37M Buy
18,939
+3,789
+25% +$287K 0.02% 538
2025
Q3 		$1.15M Sell
15,150
-1,232
-8% -$87.8K 0.02% 591
2025
Q2 		$1.13M Buy
16,382
+3,380
+26% +$227K 0.02% 584
2025
Q1 		$896K Sell
13,002
-701
-5% -$45.9K 0.01% 643
2024
Q4 		$843K Buy
13,703
+4,746
+53% +$293K 0.01% 691
2024
Q3 		$555K Buy
+8,957
New +$521K 0.01% 807

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

Sterling Capital Management's EVRG Position: Q2 2026 in Review

Sterling Capital Management increased its Evergy (EVRG) stake by 315% in Q2 2026, buying an estimated $2.23M and bringing the position to 35,540 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #280.

Sterling Capital Management first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Sterling Capital Management held 35,540 shares of Evergy worth $3.07M as of Q2 2026.
  • Sterling Capital Management bought 26,982 Evergy shares in Q2 2026, an estimated $2.23M.
  • Evergy made up 0.05% of Sterling Capital Management's portfolio in Q2 2026, its #280 holding.
  • Sterling Capital Management first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.