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Callan Family Office’s Evergy EVRG Stock Holding History

Callan Family Office’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 		$645K Sell
7,872
-423
-5% -$33.4K 0.01% 683
2025
Q4 		$601K Buy
8,295
+2,631
+46% +$200K 0.01% 717
2025
Q3 		$431K Sell
5,664
-328
-5% -$23.4K 0.01% 575
2025
Q2 		$413K Buy
+5,992
New +$403K 0.01% 662

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

Callan Family Office's EVRG Position: Q1 2026 in Review

Callan Family Office reduced its Evergy (EVRG) stake by 5.1% in Q1 2026, selling an estimated $33.4K and leaving 7,872 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #683.

Callan Family Office first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Callan Family Office held 7,872 shares of Evergy worth $645K as of Q1 2026.
  • Callan Family Office sold 423 Evergy shares in Q1 2026, an estimated $33.4K.
  • Evergy made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #683 holding.
  • Callan Family Office first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.