TwinBeech Capital’s Evergy EVRG Stock Holding History

TwinBeech 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 Q1	$1.35M	Buy	16,421 +2,789	+20%	+$220K	0.14%	202
2025 Q4	$988K	Buy	+13,632	New	+$1.03M	0.07%	303
2024 Q2	–	Sell	-8,252	Closed	-$440K	–	614
2024 Q1	$440K	Sell	8,252 -264,130	-97%	-$13.5M	0.01%	464
2023 Q4	$14.2M	Buy	272,382 +212,158	+352%	+$10.7M	0.23%	133
2023 Q3	$3.05M	Buy	+60,224	New	+$3.42M	0.06%	341
2023 Q1	–	Sell	-84,195	Closed	-$5.3M	–	703
2022 Q4	$5.3M	Buy	+84,195	New	+$5.06M	0.1%	247
2022 Q1	–	Sell	-14,422	Closed	-$989K	–	572
2021 Q4	$989K	Buy	+14,422	New	+$938K	0.06%	344
2021 Q2	–	Sell	-26,900	Closed	-$1.6M	–	502
2021 Q1	$1.6M	Buy	+26,900	New	+$1.49M	0.23%	133
2020 Q4	–	Sell	-53,401	Closed	-$2.71M	–	482
2020 Q3	$2.71M	Buy	+53,401	New	+$2.99M	0.59%	44
2020 Q1	–	Sell	-24,382	Closed	-$1.59M	–	349
2019 Q4	$1.59M	Buy	+24,382	New	+$1.55M	0.46%	58

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TwinBeech Capital's EVRG Position: Q1 2026 in Review

TwinBeech Capital increased its Evergy (EVRG) stake by 20% in Q1 2026, buying an estimated $220K and bringing the position to 16,421 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #202.

TwinBeech Capital first reported a position in EVRG in Q4 2019 and has held it in 10 quarters since. The position peaked at $14.2M in Q4 2023. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

TwinBeech Capital held 16,421 shares of Evergy worth $1.35M as of Q1 2026.
TwinBeech Capital bought 2,789 Evergy shares in Q1 2026, an estimated $220K.
Evergy made up 0.14% of TwinBeech Capital's portfolio in Q1 2026, its #202 holding.
TwinBeech Capital first reported a position in Evergy in Q4 2019 and has held it in 10 quarters since.
TwinBeech Capital's Evergy position peaked at $14.2M in Q4 2023.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.