Virtus ETF Advisers’s Evergy EVRG Stock Holding History

Virtus ETF Advisers’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	–	Sell	-8,525	Closed	-$698K	–	529
2026 Q1	$698K	Hold	8,525	–	–	0.32%	75
2025 Q4	$618K	Hold	8,525	–	–	0.29%	85
2025 Q3	$648K	Hold	8,525	–	–	0.36%	72
2025 Q2	$588K	Hold	8,525	–	–	0.36%	73
2025 Q1	$588K	Buy	+8,525	New	+$558K	0.38%	73
2023 Q1	–	Sell	-6,491	Closed	-$408K	–	460
2022 Q4	$408K	Sell	6,491 -18,490	-74%	-$1.11M	0.21%	182
2022 Q3	$1.48M	Sell	24,981 -2,213	-8%	-$149K	0.59%	21
2022 Q2	$1.77M	Buy	27,194 +3,239	+14%	+$220K	0.66%	14
2022 Q1	$1.64M	Sell	23,955 -7,366	-24%	-$475K	0.73%	50
2021 Q4	$2.15M	Buy	31,321 +5,695	+22%	+$370K	0.81%	33
2021 Q3	$1.59M	Buy	25,626 +941	+4%	+$61.7K	0.7%	27
2021 Q2	$1.49M	Sell	24,685 -1,144	-4%	-$71.6K	0.61%	60
2021 Q1	$1.54M	Buy	+25,829	New	+$1.43M	0.65%	38

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Virtus ETF Advisers's EVRG Position: Q2 2026 in Review

Virtus ETF Advisers sold out of Evergy (EVRG) in Q2 2026, closing a stake of 8,525 shares — an estimated $698K sold.

Virtus ETF Advisers first reported a position in EVRG in Q1 2021 and held it in 13 quarters. The position peaked at $2.15M in Q4 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Virtus ETF Advisers reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
Virtus ETF Advisers sold 8,525 Evergy shares in Q2 2026, an estimated $698K.
Virtus ETF Advisers first reported a position in Evergy in Q1 2021 and held it in 13 quarters.
Virtus ETF Advisers's Evergy position peaked at $2.15M in Q4 2021.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.