CWM
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CIBC World Markets’s Evergy EVRG Stock Holding History

CIBC World Markets’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
2025
Q4 		$3.03M Buy
+41,811
New +$3.17M 0.01% 524
2025
Q2 		$2M Buy
28,948
+1,209
+4% +$81.3K 0.01% 565
2025
Q1 		$1.91M Sell
27,739
-8,533
-24% -$558K 0.02% 512
2024
Q4 		$2.23M Buy
36,272
+5,019
+16% +$310K 0.01% 525
2024
Q3 		$1.94M Buy
31,253
+1,667
+6% +$97K 0.01% 533
2024
Q2 		$1.57M Buy
29,586
+6,576
+29% +$350K 0.01% 541
2024
Q1 		$1.23M Sell
23,010
-156,554
-87% -$8M 0.01% 606
2023
Q4 		$9.37M Buy
179,564
+166,886
+1,316% +$8.4M 0.05% 250
2023
Q3 		$643K Sell
12,678
-14,239
-53% -$808K 0.01% 542
2023
Q2 		$1.57M Buy
26,917
+15,310
+132% +$925K 0.01% 493
2023
Q1 		$709K Sell
11,607
-15,378
-57% -$935K 0.01% 547
2022
Q4 		$1.7M Buy
26,985
+23,502
+675% +$1.41M 0.01% 533
2022
Q3 		$207K Sell
3,483
-12,537
-78% -$843K ﹤0.01% 541
2022
Q2 		$1.04M Buy
16,020
+2,079
+15% +$141K 0.01% 522
2022
Q1 		$953K Buy
13,941
+5,768
+71% +$372K 0.01% 526
2021
Q4 		$561K Sell
8,173
-4,753
-37% -$309K ﹤0.01% 538
2021
Q3 		$804K Sell
12,926
-89,818
-87% -$5.89M 0.01% 538
2021
Q2 		$6.21M Buy
102,744
+43,171
+72% +$2.7M 0.04% 228
2021
Q1 		$3.55M Buy
59,573
+17,777
+43% +$984K 0.02% 349
2020
Q4 		$2.32M Buy
41,796
+14,485
+53% +$795K 0.01% 536
2020
Q3 		$1.39M Buy
27,311
+5,035
+23% +$281K 0.01% 487
2020
Q2 		$1.32M Sell
22,276
-1,436,804
-98% -$85.1M 0.01% 465
2020
Q1 		$80.3M Buy
1,459,080
+1,399,131
+2,334% +$91.9M 1.03% 19
2019
Q4 		$3.9M Buy
59,949
+33,132
+124% +$2.11M 0.03% 452
2019
Q3 		$1.78M Sell
26,817
-36,703
-58% -$2.32M 0.02% 538
2019
Q2 		$3.82M Buy
63,520
+29,801
+88% +$1.74M 0.03% 463
2019
Q1 		$1.96M Sell
33,719
-53,830
-61% -$3.06M 0.02% 515
2018
Q4 		$4.97M Sell
87,549
-504
-0.6% -$29.1K 0.05% 307
2018
Q3 		$4.84M Sell
88,053
-2,323
-3% -$131K 0.04% 356
2018
Q2 		$5.08M Buy
+90,376
New +$4.84M 0.04% 354

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC World Markets's EVRG Position: Q4 2025 in Review

CIBC World Markets opened a new position in Evergy (EVRG) in Q4 2025: 41,811 shares worth $3.03M. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in EVRG as recently as Q2 2025.

CIBC World Markets first reported a position in EVRG in Q2 2018 and has held it in 30 quarters since. The position peaked at $80.3M in Q1 2020. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • CIBC World Markets held 41,811 shares of Evergy worth $3.03M as of Q4 2025.
  • Evergy was a new CIBC World Markets position in Q4 2025.
  • Evergy made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #524 holding.
  • CIBC World Markets first reported a position in Evergy in Q2 2018 and has held it in 30 quarters since.
  • CIBC World Markets's Evergy position peaked at $80.3M in Q1 2020.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.