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Boothbay Fund Management’s Evergy EVRG Stock Holding History

Boothbay Fund 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 		$927K Buy
11,322
+203
+2% +$16K 0.01% 988
2025
Q4 		$806K Buy
+11,119
New +$844K 0.01% 895
2023
Q4 		– Sell
-11,852
Closed -$601K – 1745
2023
Q3 		$601K Buy
11,852
+7,362
+164% +$418K 0.01% 963
2023
Q2 		$262K Buy
+4,490
New +$271K 0.01% 1364
2022
Q4 		– Sell
-49,620
Closed -$2.95M – 2116
2022
Q3 		$2.95M Buy
49,620
+8,478
+21% +$570K 0.07% 401
2022
Q2 		$2.69M Buy
41,142
+23,142
+129% +$1.57M 0.07% 426
2022
Q1 		$1.23M Buy
18,000
+13,558
+305% +$875K 0.03% 801
2021
Q4 		$305K Buy
+4,442
New +$289K 0.01% 1245
2020
Q3 		– Sell
-9,207
Closed -$546K – 1094
2020
Q2 		$546K Sell
9,207
-919
-9% -$54.4K 0.04% 558
2020
Q1 		$557K Buy
+10,126
New +$665K 0.05% 435
2019
Q3 		– Sell
-12,161
Closed -$731K – 806
2019
Q2 		$731K Sell
12,161
-5,230
-30% -$306K 0.07% 342
2019
Q1 		$1.01M Buy
17,391
+2,847
+20% +$162K 0.1% 228
2018
Q4 		$826K Buy
14,544
+3,187
+28% +$184K 0.12% 178
2018
Q3 		$624K Sell
11,357
-1,755
-13% -$99.3K 0.06% 302
2018
Q2 		$736K Buy
+13,112
New +$702K 0.06% 241

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

Boothbay Fund Management's EVRG Position: Q1 2026 in Review

Boothbay Fund Management increased its Evergy (EVRG) stake by 1.8% in Q1 2026, buying an estimated $16K and bringing the position to 11,322 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #988.

Boothbay Fund Management first reported a position in EVRG in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.95M in Q3 2022. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Boothbay Fund Management held 11,322 shares of Evergy worth $927K as of Q1 2026.
  • Boothbay Fund Management bought 203 Evergy shares in Q1 2026, an estimated $16K.
  • Evergy made up 0.01% of Boothbay Fund Management's portfolio in Q1 2026, its #988 holding.
  • Boothbay Fund Management first reported a position in Evergy in Q2 2018 and has held it in 15 quarters since.
  • Boothbay Fund Management's Evergy position peaked at $2.95M in Q3 2022.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.