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Systematic Financial Management’s Evergy EVRG Stock Holding History

Systematic Financial Management’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 		$5.97M Buy
69,125
+15,225
+28% +$1.26M 0.12% 166
2026
Q1 		$4.42M Sell
53,900
-1,500
-3% -$119K 0.1% 163
2025
Q4 		$4.02M Buy
55,400
+6,355
+13% +$482K 0.09% 167
2025
Q3 		$3.73M Buy
49,045
+40,810
+496% +$2.91M 0.09% 165
2025
Q2 		$568K Buy
+8,235
New +$553K 0.02% 219

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

Systematic Financial Management's EVRG Position: Q2 2026 in Review

Systematic Financial Management increased its Evergy (EVRG) stake by 28% in Q2 2026, buying an estimated $1.26M and bringing the position to 69,125 shares worth $5.97M. The position accounts for 0.12% of the portfolio, ranked #166.

Systematic Financial Management first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 943 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Systematic Financial Management held 69,125 shares of Evergy worth $5.97M as of Q2 2026.
  • Systematic Financial Management bought 15,225 Evergy shares in Q2 2026, an estimated $1.26M.
  • Evergy made up 0.12% of Systematic Financial Management's portfolio in Q2 2026, its #166 holding.
  • Systematic Financial Management first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 943 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.