Tortoise Capital Advisors’s Evergy EVRG Stock Holding History

Tortoise Capital Advisors’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	$53.1M	Sell	614,254 -653,250	-52%	-$54.1M	0.54%	29
2026 Q1	$104M	Sell	1,267,504 -97,424	-7%	-$7.7M	1.08%	20
2025 Q4	$98.9M	Buy	1,364,928 +75,614	+6%	+$5.74M	1.26%	19
2025 Q3	$98M	Buy	1,289,314 +20,247	+2%	+$1.44M	1.26%	19
2025 Q2	$87.5M	Buy	+1,269,067	New	+$85.3M	1.14%	20
2023 Q3	–	Sell	-114,213	Closed	-$6.67M	–	98
2023 Q2	$6.67M	Sell	114,213 -5,374	-4%	-$325K	0.1%	61
2023 Q1	$7.31M	Buy	119,587 +10,747	+10%	+$654K	0.11%	61
2022 Q4	$6.85M	Buy	108,840 +18,140	+20%	+$1.09M	0.1%	63
2022 Q3	$5.39M	Hold	90,700	–	–	0.09%	63
2022 Q2	$5.92M	Sell	90,700 -1,309	-1%	-$88.8K	0.09%	62
2022 Q1	$6.29M	Buy	92,009 +274	+0.3%	+$17.7K	0.08%	60
2021 Q4	$6.29M	Hold	91,735	–	–	0.1%	61
2021 Q3	$5.71M	Buy	91,735 +564	+0.6%	+$37K	0.09%	62
2021 Q2	$5.51M	Hold	91,171	–	–	0.08%	56
2021 Q1	$5.43M	Buy	+91,171	New	+$5.05M	0.09%	57

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tortoise Capital Advisors's EVRG Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Evergy (EVRG) stake by 52% in Q2 2026, selling an estimated $54.1M and leaving 614,254 shares worth $53.1M. The position accounts for 0.54% of the portfolio, ranked #29.

Tortoise Capital Advisors first reported a position in EVRG in Q1 2021 and has held it in 15 quarters since. The position peaked at $104M in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Tortoise Capital Advisors held 614,254 shares of Evergy worth $53.1M as of Q2 2026.
Tortoise Capital Advisors sold 653,250 Evergy shares in Q2 2026, an estimated $54.1M.
Evergy made up 0.54% of Tortoise Capital Advisors's portfolio in Q2 2026, its #29 holding.
Tortoise Capital Advisors first reported a position in Evergy in Q1 2021 and has held it in 15 quarters since.
Tortoise Capital Advisors's Evergy position peaked at $104M in Q1 2026.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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