V-Square Quantitative Management’s Evergy EVRG Stock Holding History

V-Square Quantitative Management’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	$681K	Buy	7,875 +69	+0.9%	+$5.71K	0.06%	261
2026 Q1	$639K	Buy	7,806 +1,745	+29%	+$138K	0.07%	259
2025 Q4	$439K	Buy	+6,061	New	+$460K	0.05%	325
2025 Q3	–	Sell	-4,100	Closed	-$283K	–	306
2025 Q2	$283K	Buy	4,100 +277	+7%	+$18.6K	0.04%	425
2025 Q1	$264K	Sell	3,823 -615	-14%	-$40.2K	0.04%	428
2024 Q4	$273K	Sell	4,438 -336	-7%	-$20.8K	0.04%	437
2024 Q3	$296K	Buy	4,774 +163	+4%	+$9.48K	0.04%	421
2024 Q2	$244K	Buy	4,611 +480	+12%	+$25.5K	0.04%	408
2024 Q1	$221K	Hold	4,131	–	–	0.03%	461
2023 Q4	$216K	Hold	4,131	–	–	0.04%	421
2023 Q3	$209K	Buy	4,131 +3,618	+705%	+$205K	0.09%	299
2023 Q2	$30K	Buy	+513	New	+$31K	0.02%	333

Other funds holding EVRG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

V-Square Quantitative Management's EVRG Position: Q2 2026 in Review

V-Square Quantitative Management increased its Evergy (EVRG) stake by 0.88% in Q2 2026, buying an estimated $5.71K and bringing the position to 7,875 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #261.

V-Square Quantitative Management first reported a position in EVRG in Q2 2023 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

V-Square Quantitative Management held 7,875 shares of Evergy worth $681K as of Q2 2026.
V-Square Quantitative Management bought 69 Evergy shares in Q2 2026, an estimated $5.71K.
Evergy made up 0.06% of V-Square Quantitative Management's portfolio in Q2 2026, its #261 holding.
V-Square Quantitative Management first reported a position in Evergy in Q2 2023 and has held it in 12 quarters since.
333 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.