Bartlett & Co Wealth Management’s Evergy EVRG Stock Holding History

Bartlett & Co Wealth Management’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	$3.12K	Buy	38 +2	+6%	+$158	﹤0.01%	1073
2025 Q4	$2.61K	Hold	36	–	–	﹤0.01%	1102
2025 Q3	$2.74K	Buy	36 +34	+1,700%	+$2.42K	﹤0.01%	1072
2025 Q2	$138	Hold	2	–	–	﹤0.01%	1215
2025 Q1	$138	Buy	+2	New	+$131	﹤0.01%	1191
2024 Q2	–	Sell	-89	Closed	-$4.75K	–	1150
2024 Q1	$4.75K	Hold	89	–	–	﹤0.01%	976
2023 Q4	$4.65K	Hold	89	–	–	﹤0.01%	1084
2023 Q3	$4.51K	Hold	89	–	–	﹤0.01%	1005
2023 Q2	$5.2K	Hold	89	–	–	﹤0.01%	983
2023 Q1	$5.44K	Hold	89	–	–	﹤0.01%	884
2022 Q4	$5.6K	Sell	89 -100	-53%	-$6.01K	﹤0.01%	903
2022 Q3	$11.2K	Hold	189	–	–	﹤0.01%	805
2022 Q2	$12.3K	Hold	189	–	–	﹤0.01%	826
2022 Q1	$12.9K	Buy	+189	New	+$12.2K	﹤0.01%	796
2021 Q1	–	Sell	-385	Closed	-$21.4K	–	1132
2020 Q4	$21.4K	Buy	385 +26	+7%	+$1.43K	﹤0.01%	658
2020 Q3	$18.2K	Buy	+359	New	+$20.1K	﹤0.01%	623
2020 Q2	–	Sell	-956	Closed	-$52.6K	–	855
2020 Q1	$52.6K	Hold	956	–	–	﹤0.01%	452
2019 Q4	$62.2K	Hold	956	–	–	﹤0.01%	493
2019 Q3	$63.6K	Buy	+956	New	+$60.5K	﹤0.01%	478

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Bartlett & Co Wealth Management's EVRG Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Evergy (EVRG) stake by 5.6% in Q1 2026, buying an estimated $158 and bringing the position to 38 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Bartlett & Co Wealth Management first reported a position in EVRG in Q3 2019 and has held it in 19 quarters since. The position peaked at $63.6K in Q3 2019. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Bartlett & Co Wealth Management held 38 shares of Evergy worth $3.12K as of Q1 2026.
Bartlett & Co Wealth Management bought 2 Evergy shares in Q1 2026, an estimated $158.
Evergy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1073 holding.
Bartlett & Co Wealth Management first reported a position in Evergy in Q3 2019 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's Evergy position peaked at $63.6K in Q3 2019.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.