AFP
EVRG icon

Ausdal Financial Partners’s Evergy EVRG Stock Holding History

Ausdal Financial Partners’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 		$216K Buy
+2,642
New +$209K 0.01% 908
2025
Q4 		– Sell
-2,682
Closed -$204K – 956
2025
Q3 		$204K Buy
+2,682
New +$191K 0.01% 888

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

Ausdal Financial Partners's EVRG Position: Q1 2026 in Review

Ausdal Financial Partners opened a new position in Evergy (EVRG) in Q1 2026: 2,642 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in EVRG as recently as Q3 2025.

Ausdal Financial Partners first reported a position in EVRG in Q3 2025 and has held it in 2 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Ausdal Financial Partners held 2,642 shares of Evergy worth $216K as of Q1 2026.
  • Evergy was a new Ausdal Financial Partners position in Q1 2026.
  • Evergy made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #908 holding.
  • Ausdal Financial Partners first reported a position in Evergy in Q3 2025 and has held it in 2 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.