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Tradewinds LLC’s Evergy EVRG Stock Holding History

Tradewinds LLC’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 		$469K Buy
5,865
+2,258
+63% +$187K 0.11% 125
2026
Q1 		$298K Buy
3,607
+4
+0.1% +$316 0.1% 107
2025
Q4 		$261K Sell
3,603
-9
-0.2% -$683 0.06% 169
2025
Q3 		$275K Buy
+3,612
New +$257K 0.07% 171
2025
Q2 		– Sell
-3,612
Closed -$249K – 139
2025
Q1 		$249K Buy
3,612
+14
+0.4% +$916 0.07% 180
2024
Q4 		$236K Buy
+3,598
New +$223K 0.07% 191
2023
Q3 		– Sell
-3,813
Closed -$223K – 119
2023
Q2 		$223K Hold
3,813
– – 0.13% 94
2023
Q1 		$233K Buy
+3,813
New +$232K 0.14% 107
2022
Q4 		– Sell
-3,813
Closed -$226K – 148
2022
Q3 		$226K Hold
3,813
– – 0.16% 103
2022
Q2 		$249K Buy
+3,813
New +$259K 0.17% 99

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

Tradewinds LLC's EVRG Position: Q2 2026 in Review

Tradewinds LLC increased its Evergy (EVRG) stake by 63% in Q2 2026, buying an estimated $187K and bringing the position to 5,865 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #125.

Tradewinds LLC first reported a position in EVRG in Q2 2022 and has held it in 10 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Tradewinds LLC held 5,865 shares of Evergy worth $469K as of Q2 2026.
  • Tradewinds LLC bought 2,258 Evergy shares in Q2 2026, an estimated $187K.
  • Evergy made up 0.11% of Tradewinds LLC's portfolio in Q2 2026, its #125 holding.
  • Tradewinds LLC first reported a position in Evergy in Q2 2022 and has held it in 10 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.