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Camelot Portfolios’s Evergy EVRG Stock Holding History

Camelot Portfolios’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
-767
Closed -$55.6K – 302
2025
Q4 		$55.6K Buy
+767
New +$58.2K 0.03% 303
2024
Q3 		– Sell
-4,975
Closed -$264K – 271
2024
Q2 		$264K Buy
+4,975
New +$265K 0.15% 148
2024
Q1 		– Sell
-5,541
Closed -$289K – 162
2023
Q4 		$289K Buy
+5,541
New +$279K 0.17% 140

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Camelot Portfolios's EVRG Position: Q1 2026 in Review

Camelot Portfolios sold out of Evergy (EVRG) in Q1 2026, closing a stake of 767 shares — an estimated $55.6K sold.

Camelot Portfolios first reported a position in EVRG in Q4 2023 and held it in 3 quarters. The position peaked at $289K in Q4 2023. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Camelot Portfolios reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 767 Evergy shares in Q1 2026, an estimated $55.6K.
  • Camelot Portfolios first reported a position in Evergy in Q4 2023 and held it in 3 quarters.
  • Camelot Portfolios's Evergy position peaked at $289K in Q4 2023.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.