Dakota Wealth Management’s Evergy EVRG Stock Holding History

Dakota Wealth Management’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	-16,733	Closed	-$1.21M	–	790
2025 Q4	$1.21M	Sell	16,733 -455	-3%	-$34.5K	0.02%	367
2025 Q3	$1.31M	Sell	17,188 -19,561	-53%	-$1.39M	0.03%	316
2025 Q2	$2.53M	Buy	+36,749	New	+$2.47M	0.05%	232
2024 Q1	–	Sell	-4,556	Closed	-$238K	–	742
2023 Q4	$238K	Buy	4,556 +56	+1%	+$2.82K	0.01%	566
2023 Q3	$228K	Hold	4,500	–	–	0.01%	561
2023 Q2	$263K	Hold	4,500	–	–	0.01%	512
2023 Q1	$275K	Sell	4,500 -453	-9%	-$27.6K	0.02%	483
2022 Q4	$312K	Sell	4,953 -6,082	-55%	-$365K	0.02%	441
2022 Q3	$656K	Sell	11,035 -723	-6%	-$48.6K	0.05%	292
2022 Q2	$767K	Buy	11,758 +6,354	+118%	+$431K	0.07%	217
2022 Q1	$370K	Buy	5,404 +2,472	+84%	+$159K	0.03%	334
2021 Q4	$201K	Buy	+2,932	New	+$191K	0.02%	356

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dakota Wealth Management's EVRG Position: Q1 2026 in Review

Dakota Wealth Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 16,733 shares — an estimated $1.21M sold.

Dakota Wealth Management first reported a position in EVRG in Q4 2021 and held it in 12 quarters. The position peaked at $2.53M in Q2 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Dakota Wealth Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 16,733 Evergy shares in Q1 2026, an estimated $1.21M.
Dakota Wealth Management first reported a position in Evergy in Q4 2021 and held it in 12 quarters.
Dakota Wealth Management's Evergy position peaked at $2.53M in Q2 2025.
922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.