Tradewinds Capital Management’s Evergy EVRG Stock Holding History

Tradewinds Capital 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	$156K	Hold	1,800	–	–	0.03%	123
2026 Q1	$147K	Hold	1,800	–	–	0.03%	120
2025 Q4	$130K	Hold	1,800	–	–	0.03%	129
2025 Q3	$137K	Hold	1,800	–	–	0.03%	118
2025 Q2	$124K	Hold	1,800	–	–	0.03%	122
2025 Q1	$124K	Hold	1,800	–	–	0.03%	123
2024 Q4	$111K	Hold	1,800	–	–	0.03%	147
2024 Q3	$112K	Hold	1,800	–	–	0.03%	126
2024 Q2	$95.3K	Hold	1,800	–	–	0.03%	130
2024 Q1	$96.1K	Buy	+1,800	New	+$92K	0.03%	117
2022 Q2	–	Sell	-157	Closed	-$11K	–	534
2022 Q1	$11K	Hold	157	–	–	﹤0.01%	463
2021 Q4	$11K	Sell	157 -60	-28%	-$3.9K	﹤0.01%	471
2021 Q3	$13K	Buy	217 +157	+262%	+$10.3K	﹤0.01%	429
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	594
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	567
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	557
2020 Q3	$3K	Buy	+60	New	+$3.35K	﹤0.01%	532

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

Tradewinds Capital Management's EVRG Position: Q2 2026 in Review

Tradewinds Capital Management held its Evergy (EVRG) position steady in Q2 2026 at 1,800 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #123.

Tradewinds Capital Management first reported a position in EVRG in Q3 2020 and has held it in 17 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Tradewinds Capital Management held 1,800 shares of Evergy worth $156K as of Q2 2026.
Tradewinds Capital Management left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.03% of Tradewinds Capital Management's portfolio in Q2 2026, its #123 holding.
Tradewinds Capital Management first reported a position in Evergy in Q3 2020 and has held it in 17 quarters since.
941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.