Y-Intercept (HK)’s Evergy EVRG Stock Holding History

Y-Intercept (HK)’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	$3.46M	Buy	40,048 +17,067	+74%	+$1.41M	0.07%	424
2026 Q1	$1.88M	Sell	22,981 -70,555	-75%	-$5.58M	0.04%	739
2025 Q4	$6.78M	Buy	+93,536	New	+$7.1M	0.15%	137
2025 Q2	–	Sell	-7,281	Closed	-$502K	–	1731
2025 Q1	$502K	Buy	+7,281	New	+$476K	0.03%	697
2024 Q4	–	Sell	-7,449	Closed	-$462K	–	1315
2024 Q3	$462K	Sell	7,449 -14,620	-66%	-$851K	0.03%	810
2024 Q2	$1.17M	Sell	22,069 -25,415	-54%	-$1.35M	0.06%	423
2024 Q1	$2.53M	Buy	47,484 +43,358	+1,051%	+$2.22M	0.19%	120
2023 Q4	$215K	Sell	4,126 -33,444	-89%	-$1.68M	0.02%	977
2023 Q3	$1.9M	Buy	+37,570	New	+$2.13M	0.19%	149
2023 Q1	–	Sell	-8,449	Closed	-$532K	–	1274
2022 Q4	$532K	Buy	8,449 +802	+10%	+$48.2K	0.08%	416
2022 Q3	$454K	Buy	+7,647	New	+$514K	0.05%	569
2022 Q2	–	Sell	-4,256	Closed	-$291K	–	945
2022 Q1	$291K	Buy	+4,256	New	+$275K	0.07%	455
2021 Q2	–	Sell	-10,980	Closed	-$652K	–	702
2021 Q1	$652K	Buy	+10,980	New	+$608K	0.17%	187

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Y-Intercept (HK)'s EVRG Position: Q2 2026 in Review

Y-Intercept (HK) increased its Evergy (EVRG) stake by 74% in Q2 2026, buying an estimated $1.41M and bringing the position to 40,048 shares worth $3.46M. The position accounts for 0.07% of the portfolio, ranked #424.

Y-Intercept (HK) first reported a position in EVRG in Q1 2021 and has held it in 13 quarters since. The position peaked at $6.78M in Q4 2025. 237 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Y-Intercept (HK) held 40,048 shares of Evergy worth $3.46M as of Q2 2026.
Y-Intercept (HK) bought 17,067 Evergy shares in Q2 2026, an estimated $1.41M.
Evergy made up 0.07% of Y-Intercept (HK)'s portfolio in Q2 2026, its #424 holding.
Y-Intercept (HK) first reported a position in Evergy in Q1 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s Evergy position peaked at $6.78M in Q4 2025.
237 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.