X
EVRG icon

Xponance’s Evergy EVRG Stock Holding History

Xponance’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 		$3.77M Sell
43,654
-218
-0.5% -$18K 0.02% 441
2026
Q1 		$3.59M Buy
43,872
+3,880
+10% +$307K 0.03% 426
2025
Q4 		$2.9M Buy
39,992
+1,765
+5% +$134K 0.02% 460
2025
Q3 		$2.91M Sell
38,227
-9,644
-20% -$687K 0.02% 446
2025
Q2 		$3.3M Buy
47,871
+16,375
+52% +$1.1M 0.03% 426
2025
Q1 		$2.17M Buy
31,496
+436
+1% +$28.5K 0.02% 507
2024
Q4 		$1.91M Sell
31,060
-277
-0.9% -$17.1K 0.02% 533
2024
Q3 		$1.94M Buy
31,337
+910
+3% +$52.9K 0.02% 524
2024
Q2 		$1.61M Sell
30,427
-343
-1% -$18.2K 0.02% 544
2024
Q1 		$1.64M Buy
30,770
+2,046
+7% +$105K 0.02% 571
2023
Q4 		$1.5M Sell
28,724
-2,429
-8% -$122K 0.02% 551
2023
Q3 		$1.58M Buy
31,153
+1,071
+4% +$60.8K 0.02% 520
2023
Q2 		$1.76M Sell
30,082
-175
-0.6% -$10.6K 0.02% 496
2023
Q1 		$1.85M Buy
30,257
+1,093
+4% +$66.5K 0.03% 475
2022
Q4 		$1.84M Buy
29,164
+4,920
+20% +$295K 0.03% 456
2022
Q3 		$1.44M Buy
24,244
+3,724
+18% +$251K 0.03% 482
2022
Q2 		$1.34M Buy
20,520
+5,574
+37% +$378K 0.03% 490
2022
Q1 		$1.02M Buy
14,946
+714
+5% +$46.1K 0.02% 592
2021
Q4 		$976K Buy
14,232
+2,798
+24% +$182K 0.02% 622
2021
Q3 		$711K Sell
11,434
-44,425
-80% -$2.91M 0.01% 716
2021
Q2 		$3.38M Sell
55,859
-12,194
-18% -$763K 0.06% 249
2021
Q1 		$4.05M Buy
68,053
+58,213
+592% +$3.22M 0.09% 197
2020
Q4 		$546K Buy
9,840
+703
+8% +$38.6K 0.01% 696
2020
Q3 		$464K Sell
9,137
-66
-0.7% -$3.69K 0.01% 674
2020
Q2 		$546K Buy
+9,203
New +$545K 0.01% 560

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

Xponance's EVRG Position: Q2 2026 in Review

Xponance reduced its Evergy (EVRG) stake by 0.5% in Q2 2026, selling an estimated $18K and leaving 43,654 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #441.

Xponance first reported a position in EVRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.05M in Q1 2021. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Xponance held 43,654 shares of Evergy worth $3.77M as of Q2 2026.
  • Xponance sold 218 Evergy shares in Q2 2026, an estimated $18K.
  • Evergy made up 0.02% of Xponance's portfolio in Q2 2026, its #441 holding.
  • Xponance first reported a position in Evergy in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Evergy position peaked at $4.05M in Q1 2021.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.