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Vista Investment Partners’s Evergy EVRG Stock Holding History

Vista Investment Partners’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 		$463K Hold
5,358
– – 0.12% 120
2026
Q1 		$439K Hold
5,358
– – 0.12% 125
2025
Q4 		$388K Hold
5,358
– – 0.1% 127
2025
Q3 		$407K Hold
5,358
– – 0.11% 118
2025
Q2 		$369K Hold
5,358
– – 0.11% 118
2025
Q1 		$369K Hold
5,358
– – 0.11% 125
2024
Q4 		$330K Hold
5,358
– – 0.1% 130
2024
Q3 		$332K Hold
5,358
– – 0.11% 124
2024
Q2 		$284K Hold
5,358
– – 0.09% 130
2024
Q1 		$286K Sell
5,358
-44
-0.8% -$2.25K 0.1% 125
2023
Q4 		$282K Buy
+5,402
New +$272K 0.1% 118

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Vista Investment Partners's EVRG Position: Q2 2026 in Review

Vista Investment Partners held its Evergy (EVRG) position steady in Q2 2026 at 5,358 shares worth $463K. The position accounts for 0.12% of the portfolio, ranked #120.

Vista Investment Partners first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Vista Investment Partners held 5,358 shares of Evergy worth $463K as of Q2 2026.
  • Vista Investment Partners left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.12% of Vista Investment Partners's portfolio in Q2 2026, its #120 holding.
  • Vista Investment Partners first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.