Viking Fund Management
EVRG icon

Viking Fund Management’s Evergy EVRG Stock Holding History

Viking Fund 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
Q3 		$7.84M Hold
100,000
– – 0.69% 54
2026
Q2 		$8.64M Hold
100,000
– – 0.77% 47
2026
Q1 		$8.19M Hold
100,000
– – 0.84% 45
2025
Q4 		$7.25M Hold
100,000
– – 0.84% 44
2025
Q3 		$7.6M Hold
100,000
– – 0.92% 41
2025
Q2 		$6.89M Buy
100,000
+20,000
+25% +$1.34M 0.95% 39
2025
Q1 		$5.52M Buy
+80,000
New +$5.24M 0.8% 51

Other funds holding EVRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Viking Fund Management's EVRG Position: Q3 2026 in Review

Viking Fund Management held its Evergy (EVRG) position steady in Q3 2026 at 100,000 shares worth $7.84M. The position accounts for 0.69% of the portfolio, ranked #54.

Viking Fund Management first reported a position in EVRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.64M in Q2 2026. 513 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Viking Fund Management held 100,000 shares of Evergy worth $7.84M as of Q3 2026.
  • Viking Fund Management left its Evergy share count unchanged in Q3 2026.
  • Evergy made up 0.69% of Viking Fund Management's portfolio in Q3 2026, its #54 holding.
  • Viking Fund Management first reported a position in Evergy in Q1 2025 and has held it in 7 quarters since.
  • Viking Fund Management's Evergy position peaked at $8.64M in Q2 2026.
  • 513 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.