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Syon Capital’s Evergy EVRG Stock Holding History

Syon 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
Q1 		$673K Buy
8,213
+170
+2% +$13.4K 0.03% 442
2025
Q4 		$583K Buy
8,043
+449
+6% +$34.1K 0.03% 506
2025
Q3 		$577K Buy
7,594
+2,548
+50% +$182K 0.03% 445
2025
Q2 		$348K Buy
+5,046
New +$339K 0.02% 493
2024
Q4 		– Sell
-4,387
Closed -$272K – 576
2024
Q3 		$272K Sell
4,387
-643
-13% -$37.4K 0.02% 377
2024
Q2 		$266K Buy
5,030
+10
+0.2% +$532 0.02% 375
2024
Q1 		$268K Sell
5,020
-4,224
-46% -$216K 0.03% 385
2023
Q4 		$483K Buy
+9,244
New +$465K 0.02% 406

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Syon Capital's EVRG Position: Q1 2026 in Review

Syon Capital increased its Evergy (EVRG) stake by 2.1% in Q1 2026, buying an estimated $13.4K and bringing the position to 8,213 shares worth $673K. The position accounts for 0.03% of the portfolio, ranked #442.

Syon Capital first reported a position in EVRG in Q4 2023 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Syon Capital held 8,213 shares of Evergy worth $673K as of Q1 2026.
  • Syon Capital bought 170 Evergy shares in Q1 2026, an estimated $13.4K.
  • Evergy made up 0.03% of Syon Capital's portfolio in Q1 2026, its #442 holding.
  • Syon Capital first reported a position in Evergy in Q4 2023 and has held it in 8 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.