Swiss Life Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.29M | Sell |
26,476
-847
| -3% | -$70.1K | 0.01% | 570 |
|
|
2026
Q1 | $2.24M | Buy |
27,323
+2,903
| +12% | +$229K | 0.01% | 532 |
|
|
2025
Q4 | $1.77M | Buy |
24,420
+2,114
| +9% | +$160K | 0.01% | 573 |
|
|
2025
Q3 | $1.7M | Sell |
22,306
-5,025
| -18% | -$358K | 0.01% | 578 |
|
|
2025
Q2 | $1.88M | Buy |
27,331
+4,801
| +21% | +$323K | 0.01% | 561 |
|
|
2025
Q1 | $1.55M | Sell |
22,530
-4,657
| -17% | -$305K | 0.01% | 543 |
|
|
2024
Q4 | $1.67M | Sell |
27,187
-39,479
| -59% | -$2.44M | 0.01% | 505 |
|
|
2024
Q3 | $4.13M | Buy |
66,666
+6,079
| +10% | +$354K | 0.05% | 281 |
|
|
2024
Q2 | $3.21M | Sell |
60,587
-6,371
| -10% | -$339K | 0.04% | 322 |
|
|
2024
Q1 | $3.57M | Sell |
66,958
-24,443
| -27% | -$1.25M | 0.05% | 274 |
|
|
2023
Q4 | $4.78M | Sell |
91,401
-83,558
| -48% | -$4.21M | 0.06% | 324 |
|
|
2023
Q3 | $8.87M | Buy |
174,959
+131,453
| +302% | +$7.46M | 0.14% | 182 |
|
|
2023
Q2 | $2.54M | Sell |
43,506
-6,617
| -13% | -$400K | 0.04% | 445 |
|
|
2023
Q1 | $3.06M | Buy |
50,123
+1,108
| +2% | +$67.4K | 0.05% | 418 |
|
|
2022
Q4 | $3.09M | Sell |
49,015
-8,496
| -15% | -$510K | 0.05% | 369 |
|
|
2022
Q3 | $3.42M | Buy |
57,511
+933
| +2% | +$62.8K | 0.06% | 332 |
|
|
2022
Q2 | $3.7M | Sell |
56,578
-14,398
| -20% | -$977K | 0.06% | 335 |
|
|
2022
Q1 | $4.85M | Sell |
70,976
-45,542
| -39% | -$2.94M | 0.07% | 298 |
|
|
2021
Q4 | $7.99M | Buy |
116,518
+58,161
| +100% | +$3.78M | 0.1% | 231 |
|
|
2021
Q3 | $3.63M | Buy |
58,357
+41,239
| +241% | +$2.7M | 0.05% | 350 |
|
|
2021
Q2 | $1.03M | Sell |
17,118
-84,841
| -83% | -$5.31M | 0.01% | 473 |
|
|
2021
Q1 | $6.07M | Sell |
101,959
-9,053
| -8% | -$501K | 0.09% | 265 |
|
|
2020
Q4 | $6.16M | Buy |
111,012
+89,986
| +428% | +$4.94M | 0.09% | 255 |
|
|
2020
Q3 | $1.07M | Sell |
21,026
-9,038
| -30% | -$505K | 0.02% | 366 |
|
|
2020
Q2 | $1.78M | Sell |
30,064
-19,790
| -40% | -$1.17M | 0.03% | 342 |
|
|
2020
Q1 | $2.75M | Sell |
49,854
-1,307
| -3% | -$85.9K | 0.05% | 232 |
|
|
2019
Q4 | $3.33M | Sell |
51,161
-1,530
| -3% | -$97.6K | 0.06% | 237 |
|
|
2019
Q3 | $3.51M | Buy |
52,691
+9,939
| +23% | +$629K | 0.05% | 223 |
|
|
2019
Q2 | $2.57M | Buy |
42,752
+17,239
| +68% | +$1.01M | 0.03% | 274 |
|
|
2019
Q1 | $1.48M | Buy |
+25,513
| New | +$1.45M | 0.02% | 341 |
|
|
2018
Q4 | – | Sell |
-63,491
| Closed | -$3.49M | – | 283 |
|
|
2018
Q3 | $3.49M | Buy |
63,491
+39,066
| +160% | +$2.21M | 0.05% | 233 |
|
|
2018
Q2 | $1.37M | Buy |
+24,425
| New | +$1.31M | 0.02% | 360 |
|
Other funds holding EVRG
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Swiss Life Asset Management's EVRG Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Evergy (EVRG) stake by 3.1% in Q2 2026, selling an estimated $70.1K and leaving 26,476 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #570.
Swiss Life Asset Management first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.87M in Q3 2023. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Swiss Life Asset Management held 26,476 shares of Evergy worth $2.29M as of Q2 2026.
- Swiss Life Asset Management sold 847 Evergy shares in Q2 2026, an estimated $70.1K.
- Evergy made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #570 holding.
- Swiss Life Asset Management first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- Swiss Life Asset Management's Evergy position peaked at $8.87M in Q3 2023.
- 663 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.