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Brookmont Capital Management’s Evergy EVRG Stock Holding History

Brookmont Capital 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 		$1.5M Buy
18,293
+1,436
+9% +$113K 0.84% 34
2025
Q4 		$1.22M Buy
16,857
+1
+0% +$76 0.71% 36
2025
Q3 		$1.28M Sell
16,856
-299
-2% -$21.3K 0.71% 33
2025
Q2 		$1.18M Sell
17,155
-454
-3% -$30.5K 0.68% 36
2025
Q1 		$1.21M Sell
17,609
-786
-4% -$51.4K 0.69% 34
2024
Q4 		$1.13M Sell
18,395
-3
-0% -$186 0.61% 37
2024
Q3 		$1.14M Sell
18,398
-523
-3% -$30.4K 0.59% 36
2024
Q2 		$1M Sell
18,921
-864
-4% -$46K 0.55% 37
2024
Q1 		$1.06M Buy
19,785
+145
+0.7% +$7.41K 0.56% 37
2023
Q4 		$1.03M Sell
19,640
-58
-0.3% -$2.92K 0.57% 38
2023
Q3 		$999K Sell
19,698
-128
-0.6% -$7.27K 0.62% 34
2023
Q2 		$1.16M Buy
19,826
+28
+0.1% +$1.69K 0.7% 34
2023
Q1 		$1.21M Buy
19,798
+22
+0.1% +$1.34K 0.76% 34
2022
Q4 		$1.24M Sell
19,776
-571
-3% -$34.3K 0.76% 33
2022
Q3 		$1.21M Buy
20,347
+1,163
+6% +$78.2K 0.84% 33
2022
Q2 		$1.25M Buy
19,184
+145
+0.8% +$9.83K 0.86% 34
2022
Q1 		$1.3M Buy
19,039
+258
+1% +$16.6K 0.78% 35
2021
Q4 		$1.29M Sell
18,781
-669
-3% -$43.5K 0.68% 34
2021
Q3 		$1.21M Buy
19,450
+203
+1% +$13.3K 0.71% 34
2021
Q2 		$1.16M Buy
19,247
+32
+0.2% +$2K 0.7% 35
2021
Q1 		$1.14M Buy
+19,215
New +$1.06M 0.74% 36

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

Brookmont Capital Management's EVRG Position: Q1 2026 in Review

Brookmont Capital Management increased its Evergy (EVRG) stake by 8.5% in Q1 2026, buying an estimated $113K and bringing the position to 18,293 shares worth $1.5M. The position accounts for 0.84% of the portfolio, ranked #34.

Brookmont Capital Management first reported a position in EVRG in Q1 2021 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Brookmont Capital Management held 18,293 shares of Evergy worth $1.5M as of Q1 2026.
  • Brookmont Capital Management bought 1,436 Evergy shares in Q1 2026, an estimated $113K.
  • Evergy made up 0.84% of Brookmont Capital Management's portfolio in Q1 2026, its #34 holding.
  • Brookmont Capital Management first reported a position in Evergy in Q1 2021 and has held it in 21 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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