Brown Advisory’s Evergy EVRG Stock Holding History

Brown Advisory’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	$262K	Sell	3,198 -136	-4%	-$10.7K	﹤0.01%	1256
2025 Q4	$242K	Buy	3,334 +314	+10%	+$23.8K	﹤0.01%	1283
2025 Q3	$230K	Buy	3,020 +21	+0.7%	+$1.5K	﹤0.01%	1296
2025 Q2	$207K	Buy	+2,999	New	+$202K	﹤0.01%	1288
2021 Q2	–	Sell	-3,750	Closed	-$223K	–	1092
2021 Q1	$223K	Sell	3,750 -102	-3%	-$5.64K	﹤0.01%	1005
2020 Q4	$214K	Buy	+3,852	New	+$211K	﹤0.01%	960
2019 Q4	–	Sell	-3,139	Closed	-$209K	–	1051
2019 Q3	$209K	Buy	+3,139	New	+$199K	﹤0.01%	941
2019 Q2	–	Sell	-3,541	Closed	-$206K	–	1095
2019 Q1	$206K	Sell	3,541 -12,708	-78%	-$723K	﹤0.01%	1237
2018 Q4	$922K	Sell	16,249 -9	-0.1%	-$520	﹤0.01%	777
2018 Q3	$893K	Buy	16,258 +2,233	+16%	+$126K	﹤0.01%	841
2018 Q2	$788K	Buy	+14,025	New	+$751K	﹤0.01%	852

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

Brown Advisory's EVRG Position: Q1 2026 in Review

Brown Advisory reduced its Evergy (EVRG) stake by 4.1% in Q1 2026, selling an estimated $10.7K and leaving 3,198 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Brown Advisory first reported a position in EVRG in Q2 2018 and has held it in 11 quarters since. The position peaked at $922K in Q4 2018. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Brown Advisory held 3,198 shares of Evergy worth $262K as of Q1 2026.
Brown Advisory sold 136 Evergy shares in Q1 2026, an estimated $10.7K.
Evergy made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1256 holding.
Brown Advisory first reported a position in Evergy in Q2 2018 and has held it in 11 quarters since.
Brown Advisory's Evergy position peaked at $922K in Q4 2018.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.