CIAS
EVRG icon

CBIZ Investment Advisory Services’s Evergy EVRG Stock Holding History

CBIZ Investment Advisory Services’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
-83
Closed -$6.02K – 527
2025
Q4 		$6.02K Hold
83
– – ﹤0.01% 472
2025
Q3 		$6.31K Hold
83
– – ﹤0.01% 415
2025
Q2 		$5.72K Buy
83
+31
+60% +$2.08K ﹤0.01% 418
2025
Q1 		$3.58K Hold
52
– – ﹤0.01% 426
2024
Q4 		$3.2K Hold
52
– – ﹤0.01% 346
2024
Q3 		$3.22K Buy
+52
New +$3.03K ﹤0.01% 321

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

CBIZ Investment Advisory Services's EVRG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Evergy (EVRG) in Q1 2026, closing a stake of 83 shares — an estimated $6.02K sold.

CBIZ Investment Advisory Services first reported a position in EVRG in Q3 2024 and held it in 6 quarters. The position peaked at $6.31K in Q3 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 83 Evergy shares in Q1 2026, an estimated $6.02K.
  • CBIZ Investment Advisory Services first reported a position in Evergy in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Evergy position peaked at $6.31K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.