Cetera Investment Advisers
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Cetera Investment Advisers’s Evergy EVRG Stock Holding History

Cetera Investment Advisers’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 		$10.3M Sell
125,332
-5,922
-5% -$468K 0.01% 1053
2025
Q4 		$9.51M Buy
131,254
+350
+0.3% +$26.6K 0.01% 1061
2025
Q3 		$9.95M Buy
130,904
+67,227
+106% +$4.79M 0.01% 986
2025
Q2 		$4.39M Sell
63,677
-2,572
-4% -$173K 0.01% 1274
2025
Q1 		$4.57M Sell
66,249
-287
-0.4% -$18.8K 0.01% 1181
2024
Q4 		$4.1M Buy
66,536
+1,741
+3% +$108K 0.01% 1156
2024
Q3 		$4.02M Buy
64,795
+3,542
+6% +$206K 0.01% 1128
2024
Q2 		$3.24M Buy
61,253
+9,715
+19% +$517K 0.01% 1238
2024
Q1 		$2.75M Buy
51,538
+20,538
+66% +$1.05M 0.01% 1340
2023
Q4 		$1.62M Buy
31,000
+13,228
+74% +$666K 0.01% 875
2023
Q3 		$901K Sell
17,772
-148
-0.8% -$8.4K 0.01% 1089
2023
Q2 		$1.05M Sell
17,920
-22
-0.1% -$1.33K 0.01% 1041
2023
Q1 		$1.1M Buy
17,942
+2,673
+18% +$163K 0.01% 989
2022
Q4 		$961K Buy
15,269
+11,604
+317% +$697K 0.01% 1010
2022
Q3 		$218K Sell
3,665
-392
-10% -$26.4K ﹤0.01% 1454
2022
Q2 		$265K Buy
4,057
+7
+0.2% +$475 ﹤0.01% 1505
2022
Q1 		$277K Buy
4,050
+257
+7% +$16.6K ﹤0.01% 1524
2021
Q4 		$260K Buy
3,793
+86
+2% +$5.59K ﹤0.01% 1571
2021
Q3 		$231K Buy
3,707
+227
+7% +$14.9K ﹤0.01% 1586
2021
Q2 		$210K Buy
3,480
+20
+0.6% +$1.25K ﹤0.01% 1643
2021
Q1 		$206K Sell
3,460
-275
-7% -$15.2K ﹤0.01% 1471
2020
Q4 		$207K Buy
+3,735
New +$205K ﹤0.01% 1439
2020
Q1 		– Sell
-3,319
Closed -$219K – 572
2019
Q4 		$219K Buy
+3,319
New +$212K 0.02% 530

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

Cetera Investment Advisers's EVRG Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Evergy (EVRG) stake by 4.5% in Q1 2026, selling an estimated $468K and leaving 125,332 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1053.

Cetera Investment Advisers first reported a position in EVRG in Q4 2019 and has held it in 23 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Cetera Investment Advisers held 125,332 shares of Evergy worth $10.3M as of Q1 2026.
  • Cetera Investment Advisers sold 5,922 Evergy shares in Q1 2026, an estimated $468K.
  • Evergy made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1053 holding.
  • Cetera Investment Advisers first reported a position in Evergy in Q4 2019 and has held it in 23 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.