CPSAC
EVRG icon

Chas P. Smith & Associates (CPS)’s Evergy EVRG Stock Holding History

Chas P. Smith & Associates (CPS)’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 		$306K Hold
3,735
– – 0.02% 141
2025
Q4 		$271K Hold
3,735
– – 0.01% 153
2025
Q3 		$284K Hold
3,735
– – 0.02% 109
2025
Q2 		$257K Hold
3,735
– – 0.01% 147
2025
Q1 		$258K Buy
+3,735
New +$244K 0.02% 143

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
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

Chas P. Smith & Associates (CPS)'s EVRG Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) held its Evergy (EVRG) position steady in Q1 2026 at 3,735 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #141.

Chas P. Smith & Associates (CPS) first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Chas P. Smith & Associates (CPS) held 3,735 shares of Evergy worth $306K as of Q1 2026.
  • Chas P. Smith & Associates (CPS) left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #141 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.