VAM
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Verity Asset Management’s Evergy EVRG Stock Holding History

Verity Asset 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 		$765K Buy
8,846
+859
+11% +$71.1K 0.29% 94
2026
Q1 		$654K Sell
7,987
-939
-11% -$74.2K 0.27% 101
2025
Q4 		$647K Sell
8,926
-1,224
-12% -$92.9K 0.28% 100
2025
Q3 		$772K Sell
10,150
-774
-7% -$55.2K 0.25% 98
2025
Q2 		$753K Buy
10,924
+103
+1% +$6.92K 0.36% 71
2025
Q1 		$746K Buy
10,821
+300
+3% +$19.6K 0.3% 96
2024
Q4 		$643K Buy
10,521
+1,122
+12% +$69.4K 0.36% 69
2024
Q3 		$583K Buy
9,399
+4,616
+97% +$269K 0.22% 100
2024
Q2 		$253K Sell
4,783
-1,850
-28% -$98.4K 0.1% 161
2024
Q1 		$354K Buy
6,633
+2,300
+53% +$118K 0.2% 128
2023
Q4 		$226K Buy
4,333
+223
+5% +$11.2K 0.14% 165
2023
Q3 		$208K Sell
4,110
-96
-2% -$5.45K 0.15% 156
2023
Q2 		$246K Buy
4,206
+188
+5% +$11.4K 0.18% 146
2023
Q1 		$246K Buy
4,018
+146
+4% +$8.88K 0.15% 146
2022
Q4 		$244K Buy
+3,872
New +$233K 0.21% 141
2022
Q1 		$225K Buy
+3,281
New +$212K 0.14% 181

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

Verity Asset Management's EVRG Position: Q2 2026 in Review

Verity Asset Management increased its Evergy (EVRG) stake by 11% in Q2 2026, buying an estimated $71.1K and bringing the position to 8,846 shares worth $765K. The position accounts for 0.29% of the portfolio, ranked #94.

Verity Asset Management first reported a position in EVRG in Q1 2022 and has held it in 16 quarters since. The position peaked at $772K in Q3 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Verity Asset Management held 8,846 shares of Evergy worth $765K as of Q2 2026.
  • Verity Asset Management bought 859 Evergy shares in Q2 2026, an estimated $71.1K.
  • Evergy made up 0.29% of Verity Asset Management's portfolio in Q2 2026, its #94 holding.
  • Verity Asset Management first reported a position in Evergy in Q1 2022 and has held it in 16 quarters since.
  • Verity Asset Management's Evergy position peaked at $772K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.