Ray Dalio's EVRG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 168,059 shares of Evergy, Inc. (EVRG) worth $14.53 M, representing 0.06% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EVRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 108,819 shares. Largest reduction occurred in Q1 2023, reducing 42,266 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Evergy (EVRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evergy (EVRG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13,588 | Add 8.80% | 168,059 | $86.43 |
| Q1 2026 | +45,652 | Add 41.95% | 154,471 | $81.92 |
| Q4 2025 | +108,819 | New Buy | 108,819 | $72.49 |
| Q1 2023 | -42,266 | Sold Out | 0 | $0.00 |
| Q4 2022 | +10,472 | Add 32.94% | 42,266 | $62.93 |
| Q3 2022 | -7,653 | Reduce 19.40% | 31,794 | $59.41 |
| Q2 2022 | +11,026 | Add 38.80% | 39,447 | $65.25 |
| Q1 2022 | +15,921 | Add 127.37% | 28,421 | $68.33 |
| Q4 2021 | +12,500 | New Buy | 12,500 | $68.64 |
| Q3 2020 | -3,880 | Sold Out | 0 | $0.00 |
| Q2 2020 | -2,928 | Reduce 43.01% | 3,880 | $59.28 |
| Q1 2020 | +6,808 | New Buy | 6,808 | $55.08 |
Ray Dalio's Evergy Investment FAQs
Ray Dalio first purchased Evergy, Inc. (EVRG) in Q1 2020, acquiring 6,808 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Evergy, Inc. (EVRG) for 12 quarters since Q1 2020.
Ray Dalio's largest addition to Evergy, Inc. (EVRG) was in Q4 2025, adding 108,819 shares worth $7.89 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 168,059 shares of Evergy, Inc. (EVRG), valued at approximately $14.53 M.
As of the Q2 2026 filing, Evergy, Inc. (EVRG) represents approximately 0.06% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Evergy, Inc. (EVRG) was 168,059 shares, as reported at the end of Q2 2026.