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 Q2	–	Sell	-16,421	Closed	-$1.35M	–	468
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 $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

TwinBeech Capital's EVRG Position: Q2 2026 in Review

TwinBeech Capital sold out of Evergy (EVRG) in Q2 2026, closing a stake of 16,421 shares — an estimated $1.35M sold.

TwinBeech Capital first reported a position in EVRG in Q4 2019 and held it in 10 quarters. The position peaked at $14.2M in Q4 2023. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

TwinBeech Capital reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 16,421 Evergy shares in Q2 2026, an estimated $1.35M.
TwinBeech Capital first reported a position in Evergy in Q4 2019 and held it in 10 quarters.
TwinBeech Capital's Evergy position peaked at $14.2M in Q4 2023.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.