Storgate’s Evergy EVRG Stock Holding History

Storgate’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	$1.25M	Buy	14,500 +8,627	+147%	+$714K	0.26%	88
2026 Q1	$481K	Buy	5,873 +136	+2%	+$10.7K	0.38%	63
2025 Q4	$416K	Buy	+5,737	New	+$435K	0.34%	80

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Storgate's EVRG Position: Q2 2026 in Review

Storgate increased its Evergy (EVRG) stake by 147% in Q2 2026, buying an estimated $714K and bringing the position to 14,500 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #88.

Storgate first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Storgate held 14,500 shares of Evergy worth $1.25M as of Q2 2026.
Storgate bought 8,627 Evergy shares in Q2 2026, an estimated $714K.
Evergy made up 0.26% of Storgate's portfolio in Q2 2026, its #88 holding.
Storgate first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.