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Trilogy Capital’s Evergy EVRG Stock Holding History

Trilogy Capital’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 		$4.08M Buy
47,210
+125
+0.3% +$10.3K 0.16% 110
2026
Q1 		$3.86M Sell
47,085
-754
-2% -$59.6K 0.17% 96
2025
Q4 		$3.47M Buy
47,839
+721
+2% +$54.7K 0.16% 109
2025
Q3 		$3.58M Sell
47,118
-802
-2% -$57.2K 0.17% 94
2025
Q2 		$3.3M Buy
47,920
+708
+1% +$47.6K 0.16% 91
2025
Q1 		$3.26M Buy
47,212
+14,224
+43% +$931K 0.17% 82
2024
Q4 		$2.03M Buy
+32,988
New +$2.04M 0.1% 141
2024
Q2 		– Sell
-52,238
Closed -$2.79M – 323
2024
Q1 		$2.79M Buy
52,238
+339
+0.7% +$17.3K 0.16% 113
2023
Q4 		$2.71M Buy
51,899
+1,878
+4% +$94.5K 0.17% 103
2023
Q3 		$2.54M Buy
50,021
+6,913
+16% +$392K 0.17% 86
2023
Q2 		$2.65M Sell
43,108
-1,643
-4% -$99.2K 0.17% 91
2023
Q1 		$2.74M Buy
44,751
+13,136
+42% +$799K 0.19% 72
2022
Q4 		$1.99M Buy
31,615
+5,332
+20% +$320K 0.14% 100
2022
Q3 		$1.56M Buy
26,283
+3,305
+14% +$222K 0.14% 77
2022
Q2 		$1.5M Buy
22,978
+3,192
+16% +$216K 0.13% 74
2022
Q1 		$1.35M Buy
+19,786
New +$1.28M 0.1% 89

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Trilogy Capital's EVRG Position: Q2 2026 in Review

Trilogy Capital increased its Evergy (EVRG) stake by 0.27% in Q2 2026, buying an estimated $10.3K and bringing the position to 47,210 shares worth $4.08M. The position accounts for 0.16% of the portfolio, ranked #110.

Trilogy Capital first reported a position in EVRG in Q1 2022 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Trilogy Capital held 47,210 shares of Evergy worth $4.08M as of Q2 2026.
  • Trilogy Capital bought 125 Evergy shares in Q2 2026, an estimated $10.3K.
  • Evergy made up 0.16% of Trilogy Capital's portfolio in Q2 2026, its #110 holding.
  • Trilogy Capital first reported a position in Evergy in Q1 2022 and has held it in 16 quarters since.
  • 126 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.