Advisory Services Network’s Evergy EVRG Stock Holding History

Advisory Services Network’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	$2.25M	Buy	27,478 +1,021	+4%	+$80.7K	0.03%	610
2025 Q4	$1.92M	Sell	26,457 -464	-2%	-$35.2K	0.03%	616
2025 Q3	$2.05M	Buy	26,921 +8,100	+43%	+$577K	0.03%	576
2025 Q2	$1.33M	Buy	18,821 +8,682	+86%	+$583K	0.02%	719
2025 Q1	$699K	Buy	10,139 +734	+8%	+$48K	0.01%	910
2024 Q4	$579K	Buy	9,405 +5,603	+147%	+$346K	0.01%	976
2024 Q3	$201K	Hold	3,802	–	–	﹤0.01%	1392
2024 Q2	$201K	Buy	+3,802	New	+$202K	﹤0.01%	1392
2024 Q1	–	Sell	-4,898	Closed	-$256K	–	2128
2023 Q4	$256K	Sell	4,898 -21	-0.4%	-$1.06K	0.01%	1156
2023 Q3	$249K	Sell	4,919 -571	-10%	-$32.4K	0.01%	1214
2023 Q2	$321K	Buy	5,490 +341	+7%	+$20.6K	0.01%	1103
2023 Q1	$315K	Sell	5,149 -544	-10%	-$33.1K	0.01%	1113
2022 Q4	$358K	Buy	5,693 +333	+6%	+$20K	0.01%	1009
2022 Q3	$319K	Sell	5,360 -65	-1%	-$4.37K	0.01%	994
2022 Q2	$354K	Buy	5,425 +97	+2%	+$6.58K	0.01%	985
2022 Q1	$363K	Sell	5,328 -494	-8%	-$31.9K	0.01%	1050
2021 Q4	$400K	Buy	5,822 +599	+11%	+$38.9K	0.01%	975
2021 Q3	$325K	Hold	5,223	–	–	0.01%	1053
2021 Q2	$316K	Buy	5,223 +500	+11%	+$31.3K	0.01%	1063
2021 Q1	$281K	Hold	4,723	–	–	0.01%	1055
2020 Q4	$262K	Sell	4,723 -2,300	-33%	-$126K	0.01%	964
2020 Q3	$357K	Buy	7,023 +1,971	+39%	+$110K	0.02%	756
2020 Q2	$300K	Buy	5,052 +279	+6%	+$16.5K	0.02%	798
2020 Q1	$263K	Sell	4,773 -1,500	-24%	-$98.6K	0.02%	716
2019 Q4	$408K	Sell	6,273 -302	-5%	-$19.3K	0.02%	678
2019 Q3	$396K	Hold	6,575	–	–	0.02%	618
2019 Q2	$396K	Sell	6,575 -167	-2%	-$9.77K	0.02%	616
2019 Q1	$392K	Buy	6,742 +433	+7%	+$24.6K	0.03%	581
2018 Q4	$358K	Sell	6,309 -275	-4%	-$15.9K	0.03%	538
2018 Q3	$362K	Buy	+6,584	New	+$372K	0.03%	599

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

Advisory Services Network's EVRG Position: Q1 2026 in Review

Advisory Services Network increased its Evergy (EVRG) stake by 3.9% in Q1 2026, buying an estimated $80.7K and bringing the position to 27,478 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #610.

Advisory Services Network first reported a position in EVRG in Q3 2018 and has held it in 30 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Advisory Services Network held 27,478 shares of Evergy worth $2.25M as of Q1 2026.
Advisory Services Network bought 1,021 Evergy shares in Q1 2026, an estimated $80.7K.
Evergy made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #610 holding.
Advisory Services Network first reported a position in Evergy in Q3 2018 and has held it in 30 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.