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Vaughan Nelson Investment Management’s Evergy EVRG Stock Holding History

Vaughan Nelson Investment 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 		$84.1M Buy
972,479
+5,175
+0.5% +$428K 0.74% 44
2026
Q1 		$79.2M Buy
967,304
+199,270
+26% +$15.7M 0.8% 44
2025
Q4 		$55.7M Buy
768,034
+67,850
+10% +$5.15M 0.54% 69
2025
Q3 		$53.2M Buy
700,184
+133,150
+23% +$9.49M 0.48% 74
2025
Q2 		$39.1M Sell
567,034
-17,211
-3% -$1.16M 0.37% 92
2025
Q1 		$40.3M Buy
+584,245
New +$38.2M 0.4% 85
2023
Q3 		– Sell
-673,476
Closed -$39.3M – 231
2023
Q2 		$39.3M Buy
673,476
+140,965
+26% +$8.51M 0.44% 69
2023
Q1 		$32.5M Buy
532,511
+183,968
+53% +$11.2M 0.4% 76
2022
Q4 		$21.9M Sell
348,543
-302,261
-46% -$18.2M 0.28% 109
2022
Q3 		$38.7M Sell
650,804
-189,337
-23% -$12.7M 0.56% 48
2022
Q2 		$54.8M Sell
840,141
-29,519
-3% -$2M 0.74% 37
2022
Q1 		$59.4M Buy
869,660
+316,390
+57% +$20.4M 0.68% 42
2021
Q4 		$38M Sell
553,270
-13,305
-2% -$865K 0.39% 79
2021
Q3 		$35.2M Buy
566,575
+260,582
+85% +$17.1M 0.36% 87
2021
Q2 		$18.5M Sell
305,993
-110,004
-26% -$6.88M 0.19% 129
2021
Q1 		$24.8M Sell
415,997
-6,271
-1% -$347K 0.26% 110
2020
Q4 		$23.4M Buy
422,268
+28,321
+7% +$1.55M 0.27% 112
2020
Q3 		$20M Sell
393,947
-91,688
-19% -$5.13M 0.28% 111
2020
Q2 		$28.8M Sell
485,635
-125,710
-21% -$7.45M 0.41% 89
2020
Q1 		$33.7M Sell
611,345
-6,140
-1% -$403K 0.57% 52
2019
Q4 		$40.2M Sell
617,485
-19,810
-3% -$1.26M 0.5% 70
2019
Q3 		$42.4M Sell
637,295
-34,155
-5% -$2.16M 0.57% 63
2019
Q2 		$40.4M Sell
671,450
-92,750
-12% -$5.43M 0.54% 63
2019
Q1 		$44.4M Buy
+764,200
New +$43.5M 0.59% 56

Other funds holding EVRG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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
AA
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Vaughan Nelson Investment Management's EVRG Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Evergy (EVRG) stake by 0.53% in Q2 2026, buying an estimated $428K and bringing the position to 972,479 shares worth $84.1M. The position accounts for 0.74% of the portfolio, ranked #44.

Vaughan Nelson Investment Management first reported a position in EVRG in Q1 2019 and has held it in 24 quarters since. 321 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Vaughan Nelson Investment Management held 972,479 shares of Evergy worth $84.1M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 5,175 Evergy shares in Q2 2026, an estimated $428K.
  • Evergy made up 0.74% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #44 holding.
  • Vaughan Nelson Investment Management first reported a position in Evergy in Q1 2019 and has held it in 24 quarters since.
  • 321 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.