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Yaupon Capital Management’s Evergy EVRG Stock Holding History

Yaupon Capital Management’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
Q1 		– Sell
-210,050
Closed -$15.2M – 111
2025
Q4 		$15.2M Buy
210,050
+8,313
+4% +$631K 0.55% 61
2025
Q3 		$15.3M Sell
201,737
-608,767
-75% -$43.4M 0.59% 58
2025
Q2 		$55.9M Buy
810,504
+414,241
+105% +$27.8M 2.51% 6
2025
Q1 		$27.3M Sell
396,263
-152,315
-28% -$9.97M 1.4% 26
2024
Q4 		$33.8M Buy
548,578
+8,416
+2% +$520K 1.39% 23
2024
Q3 		$33.5M Buy
540,162
+11,692
+2% +$680K 1.82% 19
2024
Q2 		$28M Sell
528,470
-45,240
-8% -$2.41M 1.42% 19
2024
Q1 		$30.6M Buy
573,710
+330,969
+136% +$16.9M 1.54% 18
2023
Q4 		$12.7M Sell
242,741
-5,934
-2% -$299K 1.05% 34
2023
Q3 		$12.6M Buy
248,675
+14,300
+6% +$812K 1.17% 37
2023
Q2 		$13.7M Sell
234,375
-41,028
-15% -$2.48M 1.75% 22
2023
Q1 		$16.8M Buy
275,403
+59,300
+27% +$3.61M 2.03% 14
2022
Q4 		$13.6M Buy
+216,103
New +$13M 2.14% 15
2021
Q4 		– Sell
-34,800
Closed -$2.17M – 77
2021
Q3 		$2.17M Buy
+34,800
New +$2.28M 1.28% 30
2021
Q1 		– Sell
-28,200
Closed -$1.56M – 68
2020
Q4 		$1.56M Sell
28,200
-28,600
-50% -$1.57M 0.84% 29
2020
Q3 		$2.89M Sell
56,800
-66,700
-54% -$3.73M 3.51% 7
2020
Q2 		$7.32M Buy
123,500
+41,100
+50% +$2.43M 6.15% 3
2020
Q1 		$4.54M Buy
+82,400
New +$5.41M 7.24% 5

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Yaupon Capital Management's EVRG Position: Q1 2026 in Review

Yaupon Capital Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 210,050 shares — an estimated $15.2M sold.

Yaupon Capital Management first reported a position in EVRG in Q1 2020 and held it in 18 quarters. The position peaked at $55.9M in Q2 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Yaupon Capital Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Yaupon Capital Management sold 210,050 Evergy shares in Q1 2026, an estimated $15.2M.
  • Yaupon Capital Management first reported a position in Evergy in Q1 2020 and held it in 18 quarters.
  • Yaupon Capital Management's Evergy position peaked at $55.9M in Q2 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.