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Aviso Financial’s Evergy EVRG Stock Holding History

Aviso Financial’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 		– Sell
-27
Closed -$1.96K – 356
2025
Q4 		$1.96K Hold
27
– – ﹤0.01% 318
2025
Q3 		$2.05K Hold
27
– – ﹤0.01% 323
2025
Q2 		$1.86K Sell
27
-110
-80% -$7.39K ﹤0.01% 329
2025
Q1 		$9.45K Sell
137
-11,286
-99% -$739K ﹤0.01% 292
2024
Q4 		$703K Sell
11,423
-67
-0.6% -$4.14K 0.04% 181
2024
Q3 		$712K Buy
11,490
+663
+6% +$38.6K 0.04% 183
2024
Q2 		$574K Buy
+10,827
New +$576K 0.03% 184

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

Aviso Financial's EVRG Position: Q1 2026 in Review

Aviso Financial sold out of Evergy (EVRG) in Q1 2026, closing a stake of 27 shares — an estimated $1.96K sold.

Aviso Financial first reported a position in EVRG in Q2 2024 and held it in 7 quarters. The position peaked at $712K in Q3 2024. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Aviso Financial reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 27 Evergy shares in Q1 2026, an estimated $1.96K.
  • Aviso Financial first reported a position in Evergy in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's Evergy position peaked at $712K in Q3 2024.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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