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Compass Financial Services’s Evergy EVRG Stock Holding History

Compass Financial 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
-353
Closed -$25.6K – 115
2025
Q4 		$25.6K Buy
353
+4
+1% +$303 0.01% 139
2025
Q3 		$26.5K Buy
349
+3
+0.9% +$214 0.01% 142
2025
Q2 		$23.9K Hold
346
– – 0.01% 144
2025
Q1 		$23.9K Buy
+346
New +$22.6K 0.01% 126

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

Compass Financial Services's EVRG Position: Q1 2026 in Review

Compass Financial Services sold out of Evergy (EVRG) in Q1 2026, closing a stake of 353 shares — an estimated $25.6K sold.

Compass Financial Services first reported a position in EVRG in Q1 2025 and held it in 4 quarters. The position peaked at $26.5K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Compass Financial Services reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 353 Evergy shares in Q1 2026, an estimated $25.6K.
  • Compass Financial Services first reported a position in Evergy in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's Evergy position peaked at $26.5K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.