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Evergy shares owned by Sims Investment Management

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Sims Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $65k 747 86.43

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Value Etf (VTV)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Uber Technologies (UBER)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding Evergy

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
FMR
Invesco
Geode Capital Management
Franklin Resources
Morgan Stanley
Federated Investors
Cohen & Steers Capital Management
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Bluescape Energy Partners

View all funds holding Evergy