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BTG Pactual Asset Management US’s Evergy EVRG Stock Holding History

BTG Pactual Asset Management US’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 		– Sell
-178,628
Closed -$12.9M – 360
2025
Q4 		$12.9M Buy
+178,628
New +$13.6M 1.26% 18
2025
Q3 		– Sell
-39,144
Closed -$2.7M – 272
2025
Q2 		$2.7M Buy
+39,144
New +$2.63M 0.3% 74
2025
Q1 		– Sell
-89,699
Closed -$5.52M – 299
2024
Q4 		$5.52M Sell
89,699
-108,336
-55% -$6.7M 0.57% 45
2024
Q3 		$12.3M Buy
198,035
+67,873
+52% +$3.95M 1.06% 19
2024
Q2 		$6.89M Buy
+130,162
New +$6.92M 1.02% 26

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

BTG Pactual Asset Management US's EVRG Position: Q1 2026 in Review

BTG Pactual Asset Management US sold out of Evergy (EVRG) in Q1 2026, closing a stake of 178,628 shares — an estimated $12.9M sold.

BTG Pactual Asset Management US first reported a position in EVRG in Q2 2024 and held it in 5 quarters. The position peaked at $12.9M in Q4 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • BTG Pactual Asset Management US reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 178,628 Evergy shares in Q1 2026, an estimated $12.9M.
  • BTG Pactual Asset Management US first reported a position in Evergy in Q2 2024 and held it in 5 quarters.
  • BTG Pactual Asset Management US's Evergy position peaked at $12.9M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.