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Atria Investments’s Evergy EVRG Stock Holding History

Atria Investments’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 		$909K Buy
11,099
+1,103
+11% +$87.2K 0.01% 1109
2025
Q4 		$725K Buy
9,996
+2,077
+26% +$158K 0.01% 1239
2025
Q3 		$602K Sell
7,919
-555
-7% -$39.6K 0.01% 1322
2025
Q2 		$584K Sell
8,474
-24
-0.3% -$1.61K 0.01% 1334
2025
Q1 		$586K Buy
8,498
+482
+6% +$31.5K 0.01% 1268
2024
Q4 		$493K Buy
8,016
+4,030
+101% +$249K 0.01% 1336
2024
Q3 		$247K Sell
3,986
-257
-6% -$15K ﹤0.01% 1717
2024
Q2 		$225K Buy
+4,243
New +$226K ﹤0.01% 1752
2020
Q1 		– Sell
-7,057
Closed -$459K – 729
2019
Q4 		$459K Buy
7,057
+3,913
+124% +$250K 0.01% 817
2019
Q3 		$209K Buy
+3,144
New +$199K 0.01% 835

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

Atria Investments's EVRG Position: Q1 2026 in Review

Atria Investments increased its Evergy (EVRG) stake by 11% in Q1 2026, buying an estimated $87.2K and bringing the position to 11,099 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #1109.

Atria Investments first reported a position in EVRG in Q3 2019 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Atria Investments held 11,099 shares of Evergy worth $909K as of Q1 2026.
  • Atria Investments bought 1,103 Evergy shares in Q1 2026, an estimated $87.2K.
  • Evergy made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1109 holding.
  • Atria Investments first reported a position in Evergy in Q3 2019 and has held it in 10 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.