B. Metzler seel. Sohn & Co’s Evergy EVRG Stock Holding History

B. Metzler seel. Sohn & Co’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	$5.99M	Sell	73,137 -1,996	-3%	-$158K	0.06%	191
2025 Q4	$5.45M	Buy	75,133 +70,609	+1,561%	+$5.36M	0.05%	199
2025 Q3	$344K	Hold	4,524	–	–	﹤0.01%	687
2025 Q2	$312K	Hold	4,524	–	–	﹤0.01%	689
2025 Q1	$312K	Hold	4,524	–	–	﹤0.01%	687
2024 Q4	$278K	Hold	4,524	–	–	﹤0.01%	714
2024 Q3	$281K	Sell	4,524 -1,131	-20%	-$65.8K	﹤0.01%	725
2024 Q2	$300K	Hold	5,655	–	–	﹤0.01%	704
2024 Q1	$302K	Hold	5,655	–	–	﹤0.01%	688
2023 Q4	$295K	Buy	+5,655	New	+$285K	﹤0.01%	679
2023 Q3	–	Sell	-3,644	Closed	-$213K	–	738
2023 Q2	$213K	Hold	3,644	–	–	﹤0.01%	712
2023 Q1	$223K	Hold	3,644	–	–	﹤0.01%	691
2022 Q4	$229K	Hold	3,644	–	–	﹤0.01%	677
2022 Q3	$216K	Hold	3,644	–	–	﹤0.01%	692
2022 Q2	$238K	Hold	3,644	–	–	﹤0.01%	680
2022 Q1	$249K	Hold	3,644	–	–	﹤0.01%	724
2021 Q4	$249K	Buy	+3,644	New	+$237K	﹤0.01%	673
2021 Q2	–	Sell	-2,406	Closed	-$143K	–	690
2021 Q1	$143K	Buy	+2,406	New	+$133K	﹤0.01%	675

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EVRG Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Evergy (EVRG) stake by 2.7% in Q1 2026, selling an estimated $158K and leaving 73,137 shares worth $5.99M. The position accounts for 0.06% of the portfolio, ranked #191.

B. Metzler seel. Sohn & Co first reported a position in EVRG in Q1 2021 and has held it in 18 quarters since. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

B. Metzler seel. Sohn & Co held 73,137 shares of Evergy worth $5.99M as of Q1 2026.
B. Metzler seel. Sohn & Co sold 1,996 Evergy shares in Q1 2026, an estimated $158K.
Evergy made up 0.06% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #191 holding.
B. Metzler seel. Sohn & Co first reported a position in Evergy in Q1 2021 and has held it in 18 quarters since.
920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.