Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$83.6M Buy
967,051
+52,496
+6% +$4.35M 0.01% 1259
2026
Q1
$74.9M Sell
914,555
-162,945
-15% -$12.9M 0.01% 1270
2025
Q4
$78.1M Sell
1,077,500
-571,206
-35% -$43.3M 0.01% 1221
2025
Q3
$125M Buy
1,648,706
+605,841
+58% +$43.2M 0.02% 877
2025
Q2
$71.9M Sell
1,042,865
-653,756
-39% -$43.9M 0.01% 1212
2025
Q1
$117M Sell
1,696,621
-1,103,846
-39% -$72.2M 0.02% 827
2024
Q4
$172M Buy
2,800,467
+1,212,073
+76% +$75M 0.03% 583
2024
Q3
$98.5M Buy
1,588,394
+294,649
+23% +$17.1M 0.02% 728
2024
Q2
$68.5M Buy
1,293,745
+198,106
+18% +$10.5M 0.02% 845
2024
Q1
$58.5M Sell
1,095,639
-396,949
-27% -$20.3M 0.01% 943
2023
Q4
$77.9M Buy
1,492,588
+859,628
+136% +$43.3M 0.02% 711
2023
Q3
$32.1M Buy
632,960
+54,767
+9% +$3.11M 0.01% 1129
2023
Q2
$33.8M Buy
578,193
+141,826
+33% +$8.57M 0.01% 1054
2023
Q1
$26.7M Buy
436,367
+166,105
+61% +$10.1M 0.01% 1177
2022
Q4
$17M Buy
270,262
+173,203
+178% +$10.4M 0.01% 1537
2022
Q3
$5.77M Sell
97,059
-41,234
-30% -$2.77M ﹤0.01% 2231
2022
Q2
$9.02M Sell
138,293
-17,117
-11% -$1.16M ﹤0.01% 1892
2022
Q1
$10.6M Buy
155,410
+8,815
+6% +$569K ﹤0.01% 1894
2021
Q4
$10.1M Sell
146,595
-70,367
-32% -$4.57M ﹤0.01% 2132
2021
Q3
$13.5M Sell
216,962
-36,586
-14% -$2.4M ﹤0.01% 1822
2021
Q2
$15.3M Buy
253,548
+88,714
+54% +$5.55M ﹤0.01% 1690
2021
Q1
$9.81M Sell
164,834
-588,515
-78% -$32.6M ﹤0.01% 1963
2020
Q4
$41.8M Buy
753,349
+269,367
+56% +$14.8M 0.01% 884
2020
Q3
$24.6M Sell
483,982
-201,626
-29% -$11.3M 0.01% 1039
2020
Q2
$40.6M Buy
685,608
+480,725
+235% +$28.5M 0.02% 699
2020
Q1
$11.3M Sell
204,883
-89,643
-30% -$5.89M 0.01% 1315
2019
Q4
$19.2M Buy
294,526
+86,467
+42% +$5.51M 0.01% 1416
2019
Q3
$13.8M Buy
208,059
+31,751
+18% +$2.01M 0.01% 1504
2019
Q2
$10.6M Sell
176,308
-36,120
-17% -$2.11M ﹤0.01% 1700
2019
Q1
$12.3M Buy
212,428
+24,678
+13% +$1.4M 0.01% 1499
2018
Q4
$10.7M Sell
187,750
-52,118
-22% -$3.01M ﹤0.01% 1523
2018
Q3
$13.2M Buy
239,868
+96,607
+67% +$5.46M 0.01% 1542
2018
Q2
$8.04M Buy
+143,261
New +$7.67M ﹤0.01% 1923

Other funds holding EVRG

UBS Group's EVRG Position: Q2 2026 in Review

UBS Group increased its Evergy (EVRG) stake by 5.7% in Q2 2026, buying an estimated $4.35M and bringing the position to 967,051 shares worth $83.6M. The position accounts for 0.01% of the portfolio, ranked #1259.

UBS Group first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $172M in Q4 2024. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • UBS Group held 967,051 shares of Evergy worth $83.6M as of Q2 2026.
  • UBS Group bought 52,496 Evergy shares in Q2 2026, an estimated $4.35M.
  • Evergy made up 0.01% of UBS Group's portfolio in Q2 2026, its #1259 holding.
  • UBS Group first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • UBS Group's Evergy position peaked at $172M in Q4 2024.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.