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Brooklyn Investment Group’s Evergy EVRG Stock Holding History

Brooklyn Investment Group’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 		$451K Buy
+5,509
New +$435K 0.01% 1108
2025
Q3 		– Sell
-874
Closed -$60.2K – 1323
2025
Q2 		$60.2K Buy
874
+164
+23% +$11K 0.01% 1240
2025
Q1 		$48.9K Buy
710
+489
+221% +$32K 0.01% 794
2024
Q4 		$13.5K Buy
221
+68
+44% +$4.21K ﹤0.01% 875
2024
Q3 		$9.49K Buy
+153
New +$8.9K ﹤0.01% 789

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

Brooklyn Investment Group's EVRG Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Evergy (EVRG) in Q1 2026: 5,509 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in EVRG as recently as Q2 2025.

Brooklyn Investment Group first reported a position in EVRG in Q3 2024 and has held it in 5 quarters since. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Brooklyn Investment Group held 5,509 shares of Evergy worth $451K as of Q1 2026.
  • Evergy was a new Brooklyn Investment Group position in Q1 2026.
  • Evergy made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1108 holding.
  • Brooklyn Investment Group first reported a position in Evergy in Q3 2024 and has held it in 5 quarters since.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.