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Coppell Advisory Solutions’s Evergy EVRG Stock Holding History

Coppell Advisory Solutions’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
-6,583
Closed -$482K – 107
2025
Q4 		$482K Sell
6,583
-167
-2% -$12.7K 0.05% 258
2025
Q3 		$507K Sell
6,750
-649
-9% -$46.3K 0.05% 250
2025
Q2 		$505K Sell
7,399
-966
-12% -$64.9K 0.06% 237
2025
Q1 		$576K Sell
8,365
-4,770
-36% -$312K 0.08% 193
2024
Q4 		$808K Sell
13,135
-20
-0.2% -$1.24K 0.11% 137
2024
Q3 		$815K Sell
13,155
-73
-0.6% -$4.25K 0.12% 134
2024
Q2 		$701K Buy
+13,228
New +$704K 0.12% 130
2023
Q4 		$515K Buy
9,872
+3,886
+65% +$196K 0.1% 155
2023
Q3 		$377K Sell
5,986
-1,666
-22% -$94.6K 0.13% 125
2023
Q2 		$440K Buy
7,652
+1,062
+16% +$64.1K 0.12% 126
2023
Q1 		$398K Buy
6,590
+604
+10% +$36.7K 0.13% 136
2022
Q4 		$377K Buy
+5,986
New +$360K 0.13% 127

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

Coppell Advisory Solutions's EVRG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Evergy (EVRG) in Q1 2026, closing a stake of 6,583 shares — an estimated $482K sold.

Coppell Advisory Solutions first reported a position in EVRG in Q4 2022 and held it in 12 quarters. The position peaked at $815K in Q3 2024. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,583 Evergy shares in Q1 2026, an estimated $482K.
  • Coppell Advisory Solutions first reported a position in Evergy in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Evergy position peaked at $815K in Q3 2024.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.