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Twin Capital Management’s Evergy EVRG Stock Holding History

Twin 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 		$1.45M Sell
16,804
-106
-0.6% -$8.78K 0.16% 133
2026
Q1 		$1.39M Buy
16,910
+255
+2% +$20.2K 0.18% 129
2025
Q4 		$1.21M Hold
16,655
– – 0.15% 135
2025
Q3 		$1.27M Sell
16,655
-21,166
-56% -$1.51M 0.16% 133
2025
Q2 		$2.61M Buy
37,821
+1,042
+3% +$70K 0.28% 98
2025
Q1 		$2.54M Sell
36,779
-1,521
-4% -$99.5K 0.3% 94
2024
Q4 		$2.36M Buy
38,300
+1,853
+5% +$115K 0.26% 102
2024
Q3 		$2.26M Sell
36,447
-183
-0.5% -$10.6K 0.26% 108
2024
Q2 		$1.94M Buy
36,630
+1,505
+4% +$80.1K 0.23% 122
2024
Q1 		$1.87M Sell
35,125
-2,830
-7% -$145K 0.23% 125
2023
Q4 		$1.98M Sell
37,955
-844
-2% -$42.5K 0.26% 119
2023
Q3 		$1.97M Sell
38,799
-2,830
-7% -$161K 0.28% 106
2023
Q2 		$2.43M Sell
41,629
-1,646
-4% -$99.4K 0.32% 93
2023
Q1 		$2.64M Sell
43,275
-5,275
-11% -$321K 0.36% 86
2022
Q4 		$3.06M Sell
48,550
-2,960
-6% -$178K 0.4% 78
2022
Q3 		$3.06M Sell
51,510
-823
-2% -$55.4K 0.41% 68
2022
Q2 		$3.42M Sell
52,333
-9,543
-15% -$647K 0.44% 65
2022
Q1 		$4.23M Sell
61,876
-1,580
-2% -$102K 0.46% 61
2021
Q4 		$4.35M Buy
63,456
+22,900
+56% +$1.49M 0.44% 67
2021
Q3 		$2.52M Buy
+40,556
New +$2.66M 0.26% 121

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

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

Twin Capital Management reduced its Evergy (EVRG) stake by 0.63% in Q2 2026, selling an estimated $8.78K and leaving 16,804 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #133.

Twin Capital Management first reported a position in EVRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.35M in Q4 2021. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Twin Capital Management held 16,804 shares of Evergy worth $1.45M as of Q2 2026.
  • Twin Capital Management sold 106 Evergy shares in Q2 2026, an estimated $8.78K.
  • Evergy made up 0.16% of Twin Capital Management's portfolio in Q2 2026, its #133 holding.
  • Twin Capital Management first reported a position in Evergy in Q3 2021 and has held it in 20 quarters since.
  • Twin Capital Management's Evergy position peaked at $4.35M in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.