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Susquehanna Fundamental Investments’s Evergy EVRG Stock Holding History

Susquehanna Fundamental 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
Q1 		– Sell
-16,360
Closed -$1.19M – 547
2025
Q4 		$1.19M Sell
16,360
-9,100
-36% -$690K 0.04% 323
2025
Q3 		$1.94M Hold
25,460
– – 0.08% 244
2025
Q2 		$1.75M Sell
25,460
-53,219
-68% -$3.58M 0.05% 359
2025
Q1 		$5.42M Sell
78,679
-139,653
-64% -$9.14M 0.08% 304
2024
Q4 		$13.4M Buy
+218,332
New +$13.5M 0.19% 134
2024
Q2 		$11.1M Sell
209,232
-8,130
-4% -$432K 0.26% 117
2024
Q1 		$11.6M Buy
+217,362
New +$11.1M 0.54% 46
2022
Q1 		$3.44M Sell
50,282
-103,784
-67% -$6.69M 0.07% 400
2021
Q4 		$10.6M Sell
154,066
-48,599
-24% -$3.16M 0.28% 79
2021
Q3 		$12.6M Buy
202,665
+73,623
+57% +$4.83M 0.23% 104
2021
Q2 		$7.8M Buy
129,042
+42,700
+49% +$2.67M 0.14% 189
2021
Q1 		$5.14M Buy
+86,342
New +$4.78M 0.09% 314
2019
Q2 		– Sell
-18,300
Closed -$1.06M – 367
2019
Q1 		$1.06M Sell
18,300
-81,108
-82% -$4.62M 0.12% 213
2018
Q4 		$5.64M Hold
99,408
– – 0.99% 20
2018
Q3 		$5.46M Sell
99,408
-30,204
-23% -$1.71M 0.93% 19
2018
Q2 		$7.28M Buy
+129,612
New +$6.94M 1.08% 13

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Susquehanna Fundamental Investments's EVRG Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Evergy (EVRG) in Q1 2026, closing a stake of 16,360 shares — an estimated $1.19M sold.

Susquehanna Fundamental Investments first reported a position in EVRG in Q2 2018 and held it in 16 quarters. The position peaked at $13.4M in Q4 2024. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 16,360 Evergy shares in Q1 2026, an estimated $1.19M.
  • Susquehanna Fundamental Investments first reported a position in Evergy in Q2 2018 and held it in 16 quarters.
  • Susquehanna Fundamental Investments's Evergy position peaked at $13.4M in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.