Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Evergy EVRG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$3.12M Buy
36,111
+6,301
+21% +$522K ﹤0.01% 1123
2026
Q1 		$2.44M Buy
29,810
+2,026
+7% +$160K ﹤0.01% 1176
2025
Q4 		$2.01M Buy
27,784
+2,398
+9% +$182K ﹤0.01% 1257
2025
Q3 		$1.93M Buy
25,386
+2,633
+12% +$188K ﹤0.01% 1313
2025
Q2 		$1.57M Sell
22,753
-534
-2% -$35.9K ﹤0.01% 1341
2025
Q1 		$1.61M Sell
23,287
-4,793
-17% -$314K ﹤0.01% 1302
2024
Q4 		$1.73M Buy
+28,080
New +$1.74M ﹤0.01% 895

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

Universal-Beteiligungs- und Servicegesellschaft's EVRG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Evergy (EVRG) stake by 21% in Q2 2026, buying an estimated $522K and bringing the position to 36,111 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 36,111 shares of Evergy worth $3.12M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 6,301 Evergy shares in Q2 2026, an estimated $522K.
  • Evergy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1123 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.