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EVRG icon

Bailard’s Evergy EVRG Stock Holding History

Bailard’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 		$3.69M Buy
45,026
+8
+0% +$632 0.08% 173
2025
Q4 		$3.26M Sell
45,018
-282
-0.6% -$21.4K 0.07% 188
2025
Q3 		$3.44M Sell
45,300
-49
-0.1% -$3.49K 0.07% 182
2025
Q2 		$3.13M Buy
45,349
+549
+1% +$36.9K 0.07% 185
2025
Q1 		$3.09M Sell
44,800
-1,042
-2% -$68.2K 0.08% 183
2024
Q4 		$2.82M Buy
45,842
+4,137
+10% +$256K 0.07% 189
2024
Q3 		$2.59M Buy
41,705
+3,765
+10% +$219K 0.07% 204
2024
Q2 		$2.01M Buy
37,940
+33,480
+751% +$1.78M 0.06% 225
2024
Q1 		$238K Sell
4,460
-32,426
-88% -$1.66M 0.01% 645
2023
Q4 		$1.93M Sell
36,886
-1,018
-3% -$51.2K 0.06% 221
2023
Q3 		$1.92M Buy
37,904
+1,996
+6% +$113K 0.06% 205
2023
Q2 		$2.1M Buy
35,908
+2,710
+8% +$164K 0.07% 193
2023
Q1 		$2.03M Sell
33,198
-2,531
-7% -$154K 0.07% 193
2022
Q4 		$2.25M Sell
35,729
-310
-0.9% -$18.6K 0.09% 180
2022
Q3 		$2.14M Buy
36,039
+788
+2% +$53K 0.09% 179
2022
Q2 		$2.3M Buy
35,251
+31,516
+844% +$2.14M 0.09% 179
2022
Q1 		$255K Buy
3,735
+226
+6% +$14.6K 0.01% 600
2021
Q4 		$241K Buy
3,509
+16
+0.5% +$1.04K 0.01% 620
2021
Q3 		$217K Buy
+3,493
New +$229K 0.01% 648

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

Bailard's EVRG Position: Q1 2026 in Review

Bailard increased its Evergy (EVRG) stake by 0.02% in Q1 2026, buying an estimated $632 and bringing the position to 45,026 shares worth $3.69M. The position accounts for 0.08% of the portfolio, ranked #173.

Bailard first reported a position in EVRG in Q3 2021 and has held it in 19 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Bailard held 45,026 shares of Evergy worth $3.69M as of Q1 2026.
  • Bailard bought 8 Evergy shares in Q1 2026, an estimated $632.
  • Evergy made up 0.08% of Bailard's portfolio in Q1 2026, its #173 holding.
  • Bailard first reported a position in Evergy in Q3 2021 and has held it in 19 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.