UBS Group
EVRG icon

UBS Group’s Evergy EVRG Stock Holding History

UBS Group’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 		$5.56M Buy
+64,300
New +$5.32M ﹤0.01% 4062
2025
Q4 		– Sell
-7,000
Closed -$532K – 10689
2025
Q3 		$532K Buy
+7,000
New +$499K ﹤0.01% 6046

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 946 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.
  • 946 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.