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SummitTX Capital’s Evergy EVRG Stock Holding History

SummitTX Capital’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 		$7.07M Buy
81,785
+43,578
+114% +$3.61M 0.18% 139
2026
Q1 		$3.13M Sell
38,207
-121,701
-76% -$9.62M 0.1% 230
2025
Q4 		$11.6M Sell
159,908
-30,905
-16% -$2.34M 0.35% 57
2025
Q3 		$14.5M Buy
190,813
+19,475
+11% +$1.39M 0.6% 27
2025
Q2 		$11.8M Sell
171,338
-177,004
-51% -$11.9M 0.51% 34
2025
Q1 		$24M Buy
+348,342
New +$22.8M 1.03% 5

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

SummitTX Capital's EVRG Position: Q2 2026 in Review

SummitTX Capital increased its Evergy (EVRG) stake by 114% in Q2 2026, buying an estimated $3.61M and bringing the position to 81,785 shares worth $7.07M. The position accounts for 0.18% of the portfolio, ranked #139.

SummitTX Capital first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $24M in Q1 2025. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • SummitTX Capital held 81,785 shares of Evergy worth $7.07M as of Q2 2026.
  • SummitTX Capital bought 43,578 Evergy shares in Q2 2026, an estimated $3.61M.
  • Evergy made up 0.18% of SummitTX Capital's portfolio in Q2 2026, its #139 holding.
  • SummitTX Capital first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Evergy position peaked at $24M in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.