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Edgestream Partners’s Evergy EVRG Stock Holding History

Edgestream Partners’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 		$15.1M Buy
184,292
+25,065
+16% +$1.98M 0.5% 5
2025
Q4 		$11.5M Buy
159,227
+129,739
+440% +$9.84M 0.32% 46
2025
Q3 		$2.24M Buy
+29,488
New +$2.1M 0.07% 499
2024
Q4 		– Sell
-141,155
Closed -$8.75M – 925
2024
Q3 		$8.75M Buy
141,155
+122,512
+657% +$7.13M 0.38% 17
2024
Q2 		$988K Sell
18,643
-10,172
-35% -$541K 0.05% 526
2024
Q1 		$1.54M Sell
28,815
-12,969
-31% -$663K 0.08% 403
2023
Q4 		$2.18M Buy
41,784
+18,222
+77% +$917K 0.16% 218
2023
Q3 		$1.19M Sell
23,562
-32,966
-58% -$1.87M 0.1% 342
2023
Q2 		$3.3M Buy
+56,528
New +$3.41M 0.3% 64

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

Edgestream Partners's EVRG Position: Q1 2026 in Review

Edgestream Partners increased its Evergy (EVRG) stake by 16% in Q1 2026, buying an estimated $1.98M and bringing the position to 184,292 shares worth $15.1M. The position accounts for 0.5% of the portfolio, ranked #5.

Edgestream Partners first reported a position in EVRG in Q2 2023 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Edgestream Partners held 184,292 shares of Evergy worth $15.1M as of Q1 2026.
  • Edgestream Partners bought 25,065 Evergy shares in Q1 2026, an estimated $1.98M.
  • Evergy made up 0.5% of Edgestream Partners's portfolio in Q1 2026, its #5 holding.
  • Edgestream Partners first reported a position in Evergy in Q2 2023 and has held it in 9 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.