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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
Q2 		$715K Buy
8,271
+58
+0.7% +$4.8K 0.03% 475
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 Buy
5,020
+398
+9% +$20.3K 0.03% 385
2023
Q4 		$241K Buy
+4,622
New +$233K 0.02% 390

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

Syon Capital's EVRG Position: Q2 2026 in Review

Syon Capital increased its Evergy (EVRG) stake by 0.71% in Q2 2026, buying an estimated $4.8K and bringing the position to 8,271 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #475.

Syon Capital first reported a position in EVRG in Q4 2023 and has held it in 9 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Syon Capital held 8,271 shares of Evergy worth $715K as of Q2 2026.
  • Syon Capital bought 58 Evergy shares in Q2 2026, an estimated $4.8K.
  • Evergy made up 0.03% of Syon Capital's portfolio in Q2 2026, its #475 holding.
  • Syon Capital first reported a position in Evergy in Q4 2023 and has held it in 9 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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