Yousif Capital Management’s Evergy EVRG Stock Holding History

Yousif 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 Q2	$3.24M	Sell	37,470 -2,265	-6%	-$188K	0.04%	458
2026 Q1	$3.26M	Sell	39,735 -1,690	-4%	-$134K	0.04%	444
2025 Q4	$3.15M	Sell	41,425 -2,250	-5%	-$171K	0.03%	493
2025 Q3	$3.32M	Sell	43,675 -3,351	-7%	-$239K	0.04%	471
2025 Q2	$3.24M	Buy	47,026 +1,218	+3%	+$81.9K	0.03%	480
2025 Q1	$3.16M	Buy	45,808 +348	+0.8%	+$22.8K	0.04%	474
2024 Q4	$2.8M	Buy	45,460 +1,037	+2%	+$64.1K	0.03%	566
2024 Q3	$2.75M	Buy	44,423 +11,734	+36%	+$683K	0.03%	586
2024 Q2	$1.73M	Sell	32,689 -787	-2%	-$41.9K	0.02%	834
2024 Q1	$1.79M	Sell	33,476 -807	-2%	-$41.2K	0.02%	860
2023 Q4	$1.79M	Sell	34,283 -16,203	-32%	-$815K	0.02%	881
2023 Q3	$2.56M	Sell	50,486 -505	-1%	-$28.7K	0.03%	602
2023 Q2	$2.98M	Sell	50,991 -462	-0.9%	-$27.9K	0.04%	560
2023 Q1	$3.14M	Sell	51,453 -3,310	-6%	-$201K	0.04%	500
2022 Q4	$3.45M	Buy	54,763 +675	+1%	+$40.5K	0.05%	455
2022 Q3	$3.21M	Sell	54,088 -613	-1%	-$41.2K	0.05%	444
2022 Q2	$3.57M	Sell	54,701 -320	-0.6%	-$21.7K	0.05%	436
2022 Q1	$3.76M	Sell	55,021 -830	-1%	-$53.5K	0.04%	507
2021 Q4	$3.83M	Buy	+55,851	New	+$3.63M	0.04%	523

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

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

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Yousif Capital Management's EVRG Position: Q2 2026 in Review

Yousif Capital Management reduced its Evergy (EVRG) stake by 5.7% in Q2 2026, selling an estimated $188K and leaving 37,470 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #458.

Yousif Capital Management first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q4 2021. 188 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Yousif Capital Management held 37,470 shares of Evergy worth $3.24M as of Q2 2026.
Yousif Capital Management sold 2,265 Evergy shares in Q2 2026, an estimated $188K.
Evergy made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #458 holding.
Yousif Capital Management first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Evergy position peaked at $3.83M in Q4 2021.
188 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.