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DGS Capital Management’s Evergy EVRG Stock Holding History

DGS Capital 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 		$1.26M Buy
15,327
+2,570
+20% +$203K 0.21% 92
2025
Q4 		$925K Buy
12,757
+1,685
+15% +$128K 0.16% 124
2025
Q3 		$842K Buy
11,072
+484
+5% +$34.5K 0.15% 128
2025
Q2 		$730K Buy
10,588
+1,470
+16% +$98.8K 0.15% 132
2025
Q1 		$629K Buy
9,118
+3,324
+57% +$218K 0.17% 132
2024
Q4 		$357K Buy
5,794
+1,307
+29% +$80.8K 0.09% 198
2024
Q3 		$278K Buy
4,487
+619
+16% +$36K 0.08% 230
2024
Q2 		$205K Buy
+3,868
New +$206K 0.06% 264

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

DGS Capital Management's EVRG Position: Q1 2026 in Review

DGS Capital Management increased its Evergy (EVRG) stake by 20% in Q1 2026, buying an estimated $203K and bringing the position to 15,327 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #92.

DGS Capital Management first reported a position in EVRG in Q2 2024 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • DGS Capital Management held 15,327 shares of Evergy worth $1.26M as of Q1 2026.
  • DGS Capital Management bought 2,570 Evergy shares in Q1 2026, an estimated $203K.
  • Evergy made up 0.21% of DGS Capital Management's portfolio in Q1 2026, its #92 holding.
  • DGS Capital Management first reported a position in Evergy in Q2 2024 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.