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Atomi Financial Group’s Evergy EVRG Stock Holding History

Atomi Financial Group’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 		$695K Buy
8,489
+17
+0.2% +$1.34K 0.02% 569
2025
Q4 		$614K Buy
8,472
+498
+6% +$37.8K 0.02% 601
2025
Q3 		$606K Buy
7,974
+1,274
+19% +$90.8K 0.02% 568
2025
Q2 		$462K Buy
6,700
+142
+2% +$9.54K 0.02% 628
2025
Q1 		$452K Sell
6,558
-531
-7% -$34.8K 0.02% 579
2024
Q4 		$436K Buy
7,089
+844
+14% +$52.2K 0.02% 533
2024
Q3 		$387K Buy
6,245
+1,033
+20% +$60.1K 0.02% 562
2024
Q2 		$276K Sell
5,212
-142
-3% -$7.55K 0.02% 610
2024
Q1 		$286K Buy
+5,354
New +$274K 0.03% 552

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

Atomi Financial Group's EVRG Position: Q1 2026 in Review

Atomi Financial Group increased its Evergy (EVRG) stake by 0.2% in Q1 2026, buying an estimated $1.34K and bringing the position to 8,489 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #569.

Atomi Financial Group first reported a position in EVRG in Q1 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Atomi Financial Group held 8,489 shares of Evergy worth $695K as of Q1 2026.
  • Atomi Financial Group bought 17 Evergy shares in Q1 2026, an estimated $1.34K.
  • Evergy made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #569 holding.
  • Atomi Financial Group first reported a position in Evergy in Q1 2024 and has held it in 9 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.