Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Evergy, Inc. (EVRG)
← All EVRG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 718,670 0.18 Add 5.83% <0.01 $75.69–85.27 · VW $81.27i $58,873,446 SEC
2025   Q4 679,078 0.18 Add 21.14% 0.03 $71.41–77.71 · VW $75.28i $49,226,364 SEC
2025   Q3 560,551 0.19 Add 29.26% 0.04 $70.37–79.32 · VW $75.50i $42,613,087 SEC
2025   Q2 433,658 0.18 Add 6.37% 0.01 $63.29–70.85 · VW $68.31i $29,892,046 SEC
2025   Q1 407,696 0.23 Add 62.95% 0.09 $61.94–70.30 · VW $67.11i $28,110,639 SEC
2024   Q4 250,199 0.15 Add 40.50% 0.04 $59.23–65.47 · VW $62.96i $15,399,748 SEC
2024   Q3 178,073 0.11 Add 11.60% 0.01 $57.28–62.58 · VW $60.10i $11,042,307 SEC
2024   Q2 159,559 0.11 Reduce 0.08% <0.01 $52.10–58.05 · VW $56.05i $8,451,840 SEC
2024   Q1 159,685 0.13 Add 49.09% 0.04 $48.04–53.60 · VW $51.36i $8,523,985 SEC
2023   Q4 107,105 0.10 Add 1787.31% 0.10 $47.98–54.47 · VW $51.07i $5,590,881 SEC
2023   Q3 5,675 <0.01 Reduce 82.72% 0.03 $46.92–60.23 · VW $52.10i $287,723 SEC
2023   Q2 32,833 0.04 Reduce 23.87% 0.02 $56.59–63.39 · VW $59.98i $1,918,104 SEC
2023   Q1 43,125 0.06 Add 38.67% 0.02 $56.96–63.93 · VW $61.00i $2,635,800 SEC
2022   Q4 31,098 0.06 Add 25.31% 0.01 $57.09–65.39 · VW $61.71i $1,956,997 SEC
2022   Q3 24,816 0.04 Add 58.04% 0.02 $54.12–71.58 · VW $62.28i $1,474,000 SEC
2022   Q2 15,702 0.03 Reduce 18.76% <0.01 $59.34–70.69 · VW $66.10i $1,025,000 SEC
2022   Q1 19,329 0.04 Add 100.65% 0.02 $59.46–73.13 · VW $66.81i $1,321,000 SEC
2021   Q4 9,633 0.02 Buy 0.02 $61.99–68.86 · VW $65.27i $661,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.02 $51.92–65.26 · VW $60.38i SEC
2020   Q4 10,995 0.02 Reduce 76.30% 0.06 $51.88–62.53 · VW $56.05i $610,000 SEC
2020   Q3 46,386 0.08 Reduce 49.07% 0.08 $48.61–65.39 · VW $56.40i $2,357,000 SEC
2020   Q2 91,086 0.16 Reduce 55.99% 0.18 $54.00–65.43 · VW $61.42i $5,400,000 SEC
2020   Q1 206,951 0.32 Add 66.68% 0.13 $42.01–76.57 · VW $59.00i $11,393,000 SEC
2019   Q4 124,161 0.15 Add 926.72% 0.13 $61.97–72.62 · VW $68.92i $8,082,000 SEC
2019   Q3 12,093 0.01 Add 16.11% <0.01 $59.60–67.81 · VW $63.77i $805,000 SEC
2019   Q2 10,415 0.01 Reduce 85.84% 0.05 $56.65–62.12 · VW $59.75i $626,000 SEC
2019   Q1 73,554 0.06 Buy 0.06 $54.57–59.94 · VW $57.44i $4,270,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.02 $54.19–59.28 · VW $56.49i SEC
2018   Q2 29,140 0.02 Buy 0.02 $50.89–57.44 · VW $54.81i $1,636,000 SEC
Price snapshot:
Current price$86.45
Avg. buy price$67.03
+/- since buy28.97%
52-week low$64.97
52-week high$88.62