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Thompson Siegel & Walmsley’s Evergy EVRG Stock Holding History

Thompson Siegel & Walmsley’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 		$80.2M Sell
928,256
-108,179
-10% -$8.96M 1.44% 5
2026
Q1 		$84.9M Sell
1,036,435
-135,894
-12% -$10.7M 1.49% 7
2025
Q4 		$85M Sell
1,172,329
-57,223
-5% -$4.34M 1.43% 7
2025
Q3 		$93.5M Sell
1,229,552
-85,785
-7% -$6.11M 1.51% 9
2025
Q2 		$90.7M Sell
1,315,337
-12,938
-1% -$869K 1.51% 7
2025
Q1 		$91.6M Sell
1,328,275
-386,110
-23% -$25.3M 1.54% 8
2024
Q4 		$106M Sell
1,714,385
-95,737
-5% -$5.92M 1.64% 5
2024
Q3 		$112M Sell
1,810,122
-188,296
-9% -$11M 1.67% 6
2024
Q2 		$106M Sell
1,998,418
-3,523
-0.2% -$187K 1.7% 9
2024
Q1 		$107M Buy
2,001,941
+356,573
+22% +$18.2M 1.64% 12
2023
Q4 		$85.9M Buy
1,645,368
+199,968
+14% +$10.1M 1.39% 14
2023
Q3 		$73.3M Buy
1,445,400
+103,152
+8% +$5.86M 1.22% 21
2023
Q2 		$78.4M Buy
1,342,248
+44,393
+3% +$2.68M 1.25% 21
2023
Q1 		$79.3M Buy
1,297,855
+118,065
+10% +$7.18M 1.28% 19
2022
Q4 		$74.2M Buy
1,179,790
+124,636
+12% +$7.49M 1.2% 24
2022
Q3 		$62.7M Sell
1,055,154
-47,872
-4% -$3.22M 1.08% 27
2022
Q2 		$72M Sell
1,103,026
-118,422
-10% -$8.03M 1.16% 28
2022
Q1 		$83.5M Buy
1,221,448
+49,605
+4% +$3.2M 1.19% 22
2021
Q4 		$80.4M Sell
1,171,843
-86,322
-7% -$5.61M 1.1% 27
2021
Q3 		$78.3M Sell
1,258,165
-41,697
-3% -$2.73M 1.13% 27
2021
Q2 		$78.6M Buy
1,299,862
+61,710
+5% +$3.86M 1.08% 31
2021
Q1 		$73.7M Buy
+1,238,152
New +$68.5M 1.05% 39

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

Thompson Siegel & Walmsley's EVRG Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its Evergy (EVRG) stake by 10% in Q2 2026, selling an estimated $8.96M and leaving 928,256 shares worth $80.2M. The position accounts for 1.44% of the portfolio, ranked #5.

Thompson Siegel & Walmsley first reported a position in EVRG in Q1 2021 and has held it in 22 quarters since. The position peaked at $112M in Q3 2024. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Thompson Siegel & Walmsley held 928,256 shares of Evergy worth $80.2M as of Q2 2026.
  • Thompson Siegel & Walmsley sold 108,179 Evergy shares in Q2 2026, an estimated $8.96M.
  • Evergy made up 1.44% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #5 holding.
  • Thompson Siegel & Walmsley first reported a position in Evergy in Q1 2021 and has held it in 22 quarters since.
  • Thompson Siegel & Walmsley's Evergy position peaked at $112M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.