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AGH Wealth Advisors’s Evergy EVRG Stock Holding History

AGH Wealth Advisors’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 		$1.03M Hold
12,579
– – 0.76% 29
2025
Q4 		$912K Sell
12,579
-132
-1% -$10K 0.69% 29
2025
Q3 		$966K Buy
12,711
+689
+6% +$49.1K 0.71% 28
2025
Q2 		$829K Buy
12,022
+2,122
+21% +$143K 0.68% 27
2025
Q1 		$683K Hold
9,900
– – 0.66% 30
2024
Q4 		$609K Buy
+9,900
New +$612K 0.56% 34

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AGH Wealth Advisors's EVRG Position: Q1 2026 in Review

AGH Wealth Advisors held its Evergy (EVRG) position steady in Q1 2026 at 12,579 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #29.

AGH Wealth Advisors first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • AGH Wealth Advisors held 12,579 shares of Evergy worth $1.03M as of Q1 2026.
  • AGH Wealth Advisors left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.76% of AGH Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • AGH Wealth Advisors first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.