Summit Global Investments’s Evergy EVRG Stock Holding History

Summit Global Investments’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	$5.44M	Sell	62,992 -9	-0%	-$745	0.3%	40
2026 Q1	$5.16M	Sell	63,001 -2,196	-3%	-$174K	0.3%	47
2025 Q4	$4.73M	Buy	65,197 +24,587	+61%	+$1.87M	0.28%	42
2025 Q3	$3.09M	Sell	40,610 -52,066	-56%	-$3.71M	0.18%	78
2025 Q2	$6.39M	Sell	92,676 -108,532	-54%	-$7.29M	0.38%	45
2025 Q1	$13.9M	Buy	201,208 +46,894	+30%	+$3.07M	1.01%	13
2024 Q4	$9.5M	Buy	154,314 +39,211	+34%	+$2.42M	0.59%	40
2024 Q3	$7.14M	Sell	115,103 -15,863	-12%	-$923K	0.46%	47
2024 Q2	$6.94M	Buy	130,966 +15,937	+14%	+$848K	0.47%	45
2024 Q1	$6.14M	Sell	115,029 -32,173	-22%	-$1.64M	0.46%	53
2023 Q4	$7.68M	Buy	+147,202	New	+$7.41M	0.5%	42
2023 Q3	–	Sell	-84,916	Closed	-$4.96M	–	545
2023 Q2	$4.96M	Sell	84,916 -2,606	-3%	-$157K	0.33%	79
2023 Q1	$5.35M	Buy	87,522 +1	+0%	+$61	0.41%	66
2022 Q4	$5.51M	Buy	87,521 +1	+0%	+$60	0.46%	64
2022 Q3	$5.2M	Sell	87,520 -28,897	-25%	-$1.94M	0.48%	60
2022 Q2	$7.6M	Buy	116,417 +94,099	+422%	+$6.38M	0.67%	37
2022 Q1	$1.52M	Sell	22,318 -5,831	-21%	-$376K	0.11%	177
2021 Q4	$1.93M	Buy	28,149 +285	+1%	+$18.5K	0.12%	150
2021 Q3	$1.73M	Buy	27,864 +22,667	+436%	+$1.49M	0.13%	141
2021 Q2	$315K	Sell	5,197 -5,106	-50%	-$319K	0.02%	450
2021 Q1	$613K	Buy	10,303 +1,217	+13%	+$67.3K	0.04%	297
2020 Q4	$504K	Buy	9,086 +2,260	+33%	+$124K	0.05%	197
2020 Q3	$347K	Sell	6,826 -2,953	-30%	-$165K	0.04%	212
2020 Q2	$580K	Sell	9,779 -202,936	-95%	-$12M	0.07%	179
2020 Q1	$11.7M	Sell	212,715 -2,410	-1%	-$158K	1.71%	19
2019 Q4	$14M	Buy	215,125 +3,324	+2%	+$212K	1.52%	16
2019 Q3	$14.1M	Buy	211,801 +4,373	+2%	+$277K	1.64%	13
2019 Q2	$12.5M	Sell	207,428 -2,252	-1%	-$132K	1.57%	11
2019 Q1	$12.2M	Buy	209,680 +2,455	+1%	+$140K	1.55%	14
2018 Q4	$11.8M	Buy	+207,225	New	+$12M	1.82%	10

Other funds holding EVRG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Global Investments's EVRG Position: Q2 2026 in Review

Summit Global Investments reduced its Evergy (EVRG) stake by 0.01% in Q2 2026, selling an estimated $745 and leaving 62,992 shares worth $5.44M. The position accounts for 0.3% of the portfolio, ranked #40.

Summit Global Investments first reported a position in EVRG in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.1M in Q3 2019. 386 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Summit Global Investments held 62,992 shares of Evergy worth $5.44M as of Q2 2026.
Summit Global Investments sold 9 Evergy shares in Q2 2026, an estimated $745.
Evergy made up 0.3% of Summit Global Investments's portfolio in Q2 2026, its #40 holding.
Summit Global Investments first reported a position in Evergy in Q4 2018 and has held it in 30 quarters since.
Summit Global Investments's Evergy position peaked at $14.1M in Q3 2019.
386 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.