Carson Wealth (CWM LLC)
EVRG icon

Carson Wealth (CWM LLC)’s Evergy EVRG Stock Holding History

Carson Wealth (CWM LLC)’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 		$22.9M Sell
280,007
-7,812
-3% -$617K 0.06% 299
2025
Q4 		$20.9M Sell
287,819
-6,077
-2% -$461K 0.06% 301
2025
Q3 		$22.3M Buy
293,896
+555
+0.2% +$39.6K 0.07% 249
2025
Q2 		$20.2M Sell
293,341
-4,847
-2% -$326K 0.07% 238
2025
Q1 		$20.6M Sell
298,188
-8,722
-3% -$571K 0.08% 218
2024
Q4 		$18.9M Sell
306,910
-4,561
-1% -$282K 0.08% 211
2024
Q3 		$19.3M Sell
311,471
-3,984
-1% -$232K 0.08% 213
2024
Q2 		$16.7M Buy
315,455
+1,426
+0.5% +$75.9K 0.08% 226
2024
Q1 		$16.8M Buy
314,029
+3,999
+1% +$204K 0.08% 218
2023
Q4 		$16.2M Sell
310,030
-27,019
-8% -$1.36M 0.09% 215
2023
Q3 		$17.1M Sell
337,049
-26,538
-7% -$1.51M 0.1% 178
2023
Q2 		$21.2M Sell
363,587
-29,300
-7% -$1.77M 0.13% 148
2023
Q1 		$24M Buy
392,887
+2,931
+0.8% +$178K 0.16% 125
2022
Q4 		$24.5M Buy
389,956
+25,479
+7% +$1.53M 0.18% 120
2022
Q3 		$21.6M Buy
364,477
+9,809
+3% +$660K 0.17% 119
2022
Q2 		$23.1M Buy
354,668
+10,535
+3% +$715K 0.18% 110
2022
Q1 		$23.5M Buy
344,133
+2,081
+0.6% +$134K 0.17% 123
2021
Q4 		$23.5M Buy
+342,052
New +$22.2M 0.17% 127
2021
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2021
Q1 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q4 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q3 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q1 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q4 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q3 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q1 		$20.2M Buy
334,531
+334,512
+1,760,589% +$19M 0.16% 132
2018
Q4 		$1K Buy
+19
New +$1.1K ﹤0.01% 1881

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T 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

Carson Wealth (CWM LLC)'s EVRG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Evergy (EVRG) stake by 2.7% in Q1 2026, selling an estimated $617K and leaving 280,007 shares worth $22.9M. The position accounts for 0.06% of the portfolio, ranked #299.

Carson Wealth (CWM LLC) first reported a position in EVRG in Q4 2018 and has held it in 29 quarters since. The position peaked at $24.5M in Q4 2022. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 280,007 shares of Evergy worth $22.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,812 Evergy shares in Q1 2026, an estimated $617K.
  • Evergy made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #299 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evergy in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Evergy position peaked at $24.5M in Q4 2022.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.