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Winton Group’s Evergy EVRG Stock Holding History

Winton 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 		– Sell
-2,534
Closed -$208K – 1270
2026
Q1 		$208K Buy
+2,534
New +$200K 0.01% 970
2025
Q2 		– Sell
-36,660
Closed -$2.53M – 878
2025
Q1 		$2.53M Buy
+36,660
New +$2.4M 0.15% 154
2024
Q2 		– Sell
-22,432
Closed -$1.2M – 622
2024
Q1 		$1.2M Buy
+22,432
New +$1.15M 0.08% 189
2023
Q2 		– Sell
-38,722
Closed -$2.37M – 880
2023
Q1 		$2.37M Sell
38,722
-4,458
-10% -$271K 0.14% 172
2022
Q4 		$2.72M Sell
43,180
-22,629
-34% -$1.36M 0.18% 132
2022
Q3 		$3.91M Sell
65,809
-42,430
-39% -$2.85M 0.26% 71
2022
Q2 		$7.06M Buy
108,239
+10,111
+10% +$686K 0.37% 39
2022
Q1 		$6.71M Buy
98,128
+15,458
+19% +$997K 0.35% 46
2021
Q4 		$5.67M Buy
82,670
+32,336
+64% +$2.1M 0.34% 43
2021
Q3 		$3.13M Buy
50,334
+7,850
+18% +$515K 0.18% 97
2021
Q2 		$2.57M Buy
42,484
+10,459
+33% +$654K 0.14% 103
2021
Q1 		$1.91M Buy
32,025
+4,143
+15% +$229K 0.11% 168
2020
Q4 		$1.55M Sell
27,882
-37,475
-57% -$2.06M 0.11% 197
2020
Q3 		$3.32M Sell
65,357
-46,742
-42% -$2.61M 0.11% 284
2020
Q2 		$6.65M Sell
112,099
-195,674
-64% -$11.6M 0.17% 125
2020
Q1 		$16.9M Sell
307,773
-161,084
-34% -$10.6M 0.45% 11
2019
Q4 		$30.5M Buy
468,857
+292,386
+166% +$18.6M 0.43% 6
2019
Q3 		$11.7M Buy
+176,471
New +$11.2M 0.14% 191

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

Winton Group's EVRG Position: Q2 2026 in Review

Winton Group sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,534 shares — an estimated $208K sold.

Winton Group first reported a position in EVRG in Q3 2019 and held it in 18 quarters. The position peaked at $30.5M in Q4 2019. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Winton Group reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 2,534 Evergy shares in Q2 2026, an estimated $208K.
  • Winton Group first reported a position in Evergy in Q3 2019 and held it in 18 quarters.
  • Winton Group's Evergy position peaked at $30.5M in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.