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Westwood Holdings Group’s Evergy EVRG Stock Holding History

Westwood Holdings Group’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 		$377K Buy
+4,362
New +$361K ﹤0.01% 516
2024
Q4 		– Sell
-6,076
Closed -$377K – 489
2024
Q3 		$377K Hold
6,076
– – ﹤0.01% 417
2024
Q2 		$322K Hold
6,076
– – ﹤0.01% 413
2024
Q1 		$324K Buy
6,076
+466
+8% +$23.8K ﹤0.01% 421
2023
Q4 		$293K Hold
5,610
– – ﹤0.01% 425
2023
Q3 		$284K Buy
5,610
+1,432
+34% +$81.3K ﹤0.01% 411
2023
Q2 		$244K Buy
+4,178
New +$252K ﹤0.01% 456
2023
Q1 		– Sell
-3,656
Closed -$230K – 521
2022
Q4 		$230K Buy
+3,656
New +$220K ﹤0.01% 481

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

Westwood Holdings Group's EVRG Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Evergy (EVRG) in Q2 2026: 4,362 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in EVRG as recently as Q3 2024.

Westwood Holdings Group first reported a position in EVRG in Q4 2022 and has held it in 8 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Westwood Holdings Group held 4,362 shares of Evergy worth $377K as of Q2 2026.
  • Evergy was a new Westwood Holdings Group position in Q2 2026.
  • Evergy made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #516 holding.
  • Westwood Holdings Group first reported a position in Evergy in Q4 2022 and has held it in 8 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.