Vaughan David Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $348K | Hold |
4,021
| – | – | 0.01% | 200 |
|
|
2026
Q1 | $329K | Sell |
4,021
-527
| -12% | -$41.6K | 0.01% | 193 |
|
|
2025
Q4 | $330K | Hold |
4,548
| – | – | 0.01% | 188 |
|
|
2025
Q3 | $346K | Sell |
4,548
-116
| -2% | -$8.27K | 0.01% | 182 |
|
|
2025
Q2 | $321K | Sell |
4,664
-269
| -5% | -$18.1K | 0.01% | 191 |
|
|
2025
Q1 | $340K | Sell |
4,933
-599
| -11% | -$39.2K | 0.01% | 169 |
|
|
2024
Q4 | $340K | Sell |
5,532
-231
| -4% | -$14.3K | 0.01% | 176 |
|
|
2024
Q3 | $357K | Sell |
5,763
-424
| -7% | -$24.7K | 0.01% | 174 |
|
|
2024
Q2 | $328K | Sell |
6,187
-780
| -11% | -$41.5K | 0.01% | 171 |
|
|
2024
Q1 | $372K | Sell |
6,967
-604,901
| -99% | -$30.9M | 0.01% | 173 |
|
|
2023
Q4 | $31.9M | Buy |
611,868
+445
| +0.1% | +$22.4K | 0.87% | 67 |
|
|
2023
Q3 | $31M | Buy |
611,423
+21,634
| +4% | +$1.23M | 0.94% | 56 |
|
|
2023
Q2 | $34.5M | Buy |
589,789
+9,946
| +2% | +$601K | 1.01% | 47 |
|
|
2023
Q1 | $35.4M | Buy |
579,843
+12,372
| +2% | +$753K | 1.07% | 38 |
|
|
2022
Q4 | $35.7M | Buy |
567,471
+14,604
| +3% | +$877K | 1.06% | 42 |
|
|
2022
Q3 | $32.8M | Buy |
552,867
+6,848
| +1% | +$461K | 1.1% | 38 |
|
|
2022
Q2 | $35.6M | Buy |
546,019
+19,606
| +4% | +$1.33M | 1.14% | 34 |
|
|
2022
Q1 | $36M | Buy |
526,413
+10,636
| +2% | +$686K | 1.06% | 40 |
|
|
2021
Q4 | $35.4M | Buy |
515,777
+11,894
| +2% | +$773K | 1.03% | 44 |
|
|
2021
Q3 | $31.3M | Buy |
503,883
+10,387
| +2% | +$681K | 1% | 47 |
|
|
2021
Q2 | $29.8M | Buy |
493,496
+20,355
| +4% | +$1.27M | 0.93% | 59 |
|
|
2021
Q1 | $28.2M | Buy |
473,141
+23,252
| +5% | +$1.29M | 0.89% | 59 |
|
|
2020
Q4 | $25M | Buy |
449,889
+38,474
| +9% | +$2.11M | 0.86% | 62 |
|
|
2020
Q3 | $20.9M | Buy |
411,415
+15,829
| +4% | +$885K | 0.81% | 62 |
|
|
2020
Q2 | $23.5M | Buy |
395,586
+8,545
| +2% | +$506K | 0.96% | 44 |
|
|
2020
Q1 | $21.3M | Buy |
387,041
+3,907
| +1% | +$257K | 0.99% | 41 |
|
|
2019
Q4 | $24.9M | Buy |
383,134
+5,898
| +2% | +$376K | 0.91% | 58 |
|
|
2019
Q3 | $25.1M | Buy |
377,236
+617
| +0.2% | +$39K | 0.96% | 51 |
|
|
2019
Q2 | $22.7M | Buy |
376,619
+11,518
| +3% | +$674K | 0.9% | 61 |
|
|
2019
Q1 | $21.2M | Buy |
365,101
+8,846
| +2% | +$503K | 0.89% | 60 |
|
|
2018
Q4 | $20.2M | Sell |
356,255
-6,600
| -2% | -$381K | 0.94% | 53 |
|
|
2018
Q3 | $19.9M | Sell |
362,855
-7,972
| -2% | -$451K | 0.84% | 65 |
|
|
2018
Q2 | $20.8M | Buy |
+370,827
| New | +$19.9M | 0.97% | 58 |
|
Other funds holding EVRG
Vaughan David Investments's EVRG Position: Q2 2026 in Review
Vaughan David Investments held its Evergy (EVRG) position steady in Q2 2026 at 4,021 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #200.
Vaughan David Investments first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $36M in Q1 2022. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Vaughan David Investments held 4,021 shares of Evergy worth $348K as of Q2 2026.
- Vaughan David Investments left its Evergy share count unchanged in Q2 2026.
- Evergy made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #200 holding.
- Vaughan David Investments first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- Vaughan David Investments's Evergy position peaked at $36M in Q1 2022.
- 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.