AIM
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Arcadia Investment Management’s Evergy EVRG Stock Holding History

Arcadia Investment 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 		$164 Hold
2
– – ﹤0.01% 347
2025
Q4 		$145 Buy
+2
New +$152 ﹤0.01% 370
2018
Q4 		– Sell
-234
Closed -$13K – 293
2018
Q3 		$13K Hold
234
– – ﹤0.01% 295
2018
Q2 		$13K Buy
+234
New +$12.5K ﹤0.01% 302

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Arcadia Investment Management's EVRG Position: Q1 2026 in Review

Arcadia Investment Management held its Evergy (EVRG) position steady in Q1 2026 at 2 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Arcadia Investment Management first reported a position in EVRG in Q2 2018 and has held it in 4 quarters since. The position peaked at $13K in Q3 2018. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Arcadia Investment Management held 2 shares of Evergy worth $164 as of Q1 2026.
  • Arcadia Investment Management left its Evergy share count unchanged in Q1 2026.
  • Evergy made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #347 holding.
  • Arcadia Investment Management first reported a position in Evergy in Q2 2018 and has held it in 4 quarters since.
  • Arcadia Investment Management's Evergy position peaked at $13K in Q3 2018.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.