Joel Greenblatt's EVRG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 718,670 shares of Evergy, Inc. (EVRG) worth $58.87 M, representing 0.18% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EVRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 157,497 shares. Largest reduction occurred in Q2 2020, reducing 115,865 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Evergy (EVRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evergy (EVRG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +39,592 | Add 5.83% | 718,670 | $81.92 |
| Q4 2025 | +118,527 | Add 21.14% | 679,078 | $72.49 |
| Q3 2025 | +126,893 | Add 29.26% | 560,551 | $76.02 |
| Q2 2025 | +25,962 | Add 6.37% | 433,658 | $68.93 |
| Q1 2025 | +157,497 | Add 62.95% | 407,696 | $68.95 |
| Q4 2024 | +72,126 | Add 40.50% | 250,199 | $61.55 |
| Q3 2024 | +18,514 | Add 11.60% | 178,073 | $62.01 |
| Q2 2024 | -126 | Reduce 0.08% | 159,559 | $52.97 |
| Q1 2024 | +52,580 | Add 49.09% | 159,685 | $53.38 |
| Q4 2023 | +101,430 | Add 1787.31% | 107,105 | $52.20 |
| Q3 2023 | -27,158 | Reduce 82.72% | 5,675 | $50.70 |
| Q2 2023 | -10,292 | Reduce 23.87% | 32,833 | $58.42 |
| Q1 2023 | +12,027 | Add 38.67% | 43,125 | $61.12 |
| Q4 2022 | +6,282 | Add 25.31% | 31,098 | $62.93 |
| Q3 2022 | +9,114 | Add 58.04% | 24,816 | $59.40 |
| Q2 2022 | -3,627 | Reduce 18.76% | 15,702 | $65.28 |
| Q1 2022 | +9,696 | Add 100.65% | 19,329 | $68.34 |
| Q4 2021 | +9,633 | New Buy | 9,633 | $68.62 |
| Q1 2021 | -10,995 | Sold Out | 0 | $0.00 |
| Q4 2020 | -35,391 | Reduce 76.30% | 10,995 | $55.48 |
| Q3 2020 | -44,700 | Reduce 49.07% | 46,386 | $50.81 |
| Q2 2020 | -115,865 | Reduce 55.99% | 91,086 | $59.28 |
| Q1 2020 | +82,790 | Add 66.68% | 206,951 | $55.05 |
| Q4 2019 | +112,068 | Add 926.72% | 124,161 | $65.09 |
| Q3 2019 | +1,678 | Add 16.11% | 12,093 | $66.57 |
| Q2 2019 | -63,139 | Reduce 85.84% | 10,415 | $60.11 |
| Q1 2019 | +73,554 | New Buy | 73,554 | $58.05 |
| Q3 2018 | -29,140 | Sold Out | 0 | $0.00 |
| Q2 2018 | +29,140 | New Buy | 29,140 | $56.14 |
Joel Greenblatt's Evergy Investment FAQs
Joel Greenblatt first purchased Evergy, Inc. (EVRG) in Q2 2018, acquiring 29,140 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Evergy, Inc. (EVRG) for 29 quarters since Q2 2018.
Joel Greenblatt's largest addition to Evergy, Inc. (EVRG) was in Q1 2025, adding 407,696 shares worth $28.11 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 718,670 shares of Evergy, Inc. (EVRG), valued at approximately $58.87 M.
As of the Q1 2026 filing, Evergy, Inc. (EVRG) represents approximately 0.18% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Evergy, Inc. (EVRG) was 718,670 shares, as reported at the end of Q1 2026.