VV
EVRG icon

Verbena Value’s Evergy EVRG Stock Holding History

Verbena Value’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 		$12.2M Sell
141,100
-8,200
-5% -$679K 2.01% 16
2026
Q1 		$12.2M Sell
149,300
-224,600
-60% -$17.7M 2% 16
2025
Q4 		$27.1M Buy
+373,900
New +$28.4M 4.67% 8

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Verbena Value's EVRG Position: Q2 2026 in Review

Verbena Value reduced its Evergy (EVRG) stake by 5.5% in Q2 2026, selling an estimated $679K and leaving 141,100 shares worth $12.2M. The position accounts for 2.01% of the portfolio, ranked #16.

Verbena Value first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.1M in Q4 2025. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Verbena Value held 141,100 shares of Evergy worth $12.2M as of Q2 2026.
  • Verbena Value sold 8,200 Evergy shares in Q2 2026, an estimated $679K.
  • Evergy made up 2.01% of Verbena Value's portfolio in Q2 2026, its #16 holding.
  • Verbena Value first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Verbena Value's Evergy position peaked at $27.1M in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Verbena Value's 13F filing for Q2 2026, filed 14 Aug 2026.