44 Wealth Management’s Evergy EVRG Stock Holding History

44 Wealth 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 Q1	$1.07M	Buy	13,064 +6,425	+97%	+$508K	0.37%	97
2025 Q4	$481K	Buy	6,639 +87	+1%	+$6.6K	0.16%	147
2025 Q3	$498K	Buy	+6,552	New	+$467K	0.17%	139
2024 Q4	–	Sell	-4,900	Closed	-$304K	–	191
2024 Q3	$304K	Buy	+4,900	New	+$285K	0.11%	168
2023 Q1	–	Sell	-96,190	Closed	-$6.05M	–	179
2022 Q4	$6.05M	Buy	96,190 +117	+0.1%	+$7.03K	2.09%	9
2022 Q3	$5.71M	Sell	96,073 -30	-0%	-$2.02K	2.35%	7
2022 Q2	$6.27M	Buy	96,103 +746	+0.8%	+$50.6K	2.43%	6
2022 Q1	$6.52M	Buy	+95,357	New	+$6.15M	2.35%	7

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

44 Wealth Management's EVRG Position: Q1 2026 in Review

44 Wealth Management increased its Evergy (EVRG) stake by 97% in Q1 2026, buying an estimated $508K and bringing the position to 13,064 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #97.

44 Wealth Management first reported a position in EVRG in Q1 2022 and has held it in 8 quarters since. The position peaked at $6.52M in Q1 2022. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

44 Wealth Management held 13,064 shares of Evergy worth $1.07M as of Q1 2026.
44 Wealth Management bought 6,425 Evergy shares in Q1 2026, an estimated $508K.
Evergy made up 0.37% of 44 Wealth Management's portfolio in Q1 2026, its #97 holding.
44 Wealth Management first reported a position in Evergy in Q1 2022 and has held it in 8 quarters since.
44 Wealth Management's Evergy position peaked at $6.52M in Q1 2022.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.