EF
EVRG icon

Empirical Finance’s Evergy EVRG Stock Holding History

Empirical Finance’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 		$640K Sell
7,813
-11
-0.1% -$869 0.03% 375
2025
Q4 		$567K Sell
7,824
-339
-4% -$25.7K 0.03% 391
2025
Q3 		$621K Buy
8,163
+81
+1% +$5.77K 0.03% 394
2025
Q2 		$557K Buy
8,082
+53
+0.7% +$3.56K 0.03% 407
2025
Q1 		$554K Buy
8,029
+364
+5% +$23.8K 0.03% 390
2024
Q4 		$472K Sell
7,665
-86
-1% -$5.32K 0.03% 418
2024
Q3 		$481K Buy
7,751
+171
+2% +$9.95K 0.03% 423
2024
Q2 		$402K Sell
7,580
-183
-2% -$9.73K 0.03% 435
2024
Q1 		$414K Buy
7,763
+283
+4% +$14.5K 0.03% 457
2023
Q4 		$390K Sell
7,480
-280
-4% -$14.1K 0.03% 452
2023
Q3 		$393K Buy
7,760
+758
+11% +$43K 0.03% 437
2023
Q2 		$409K Buy
7,002
+844
+14% +$51K 0.03% 419
2023
Q1 		$376K Buy
6,158
+316
+5% +$19.2K 0.04% 413
2022
Q4 		$368K Buy
5,842
+478
+9% +$28.7K 0.04% 403
2022
Q3 		$319K Buy
5,364
+909
+20% +$61.2K 0.04% 406
2022
Q2 		$291K Buy
4,455
+659
+17% +$44.7K 0.04% 402
2022
Q1 		$259K Buy
3,796
+480
+14% +$31K 0.03% 437
2021
Q4 		$228K Buy
+3,316
New +$216K 0.03% 445

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

Empirical Finance's EVRG Position: Q1 2026 in Review

Empirical Finance reduced its Evergy (EVRG) stake by 0.14% in Q1 2026, selling an estimated $869 and leaving 7,813 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #375.

Empirical Finance first reported a position in EVRG in Q4 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Empirical Finance held 7,813 shares of Evergy worth $640K as of Q1 2026.
  • Empirical Finance sold 11 Evergy shares in Q1 2026, an estimated $869.
  • Evergy made up 0.03% of Empirical Finance's portfolio in Q1 2026, its #375 holding.
  • Empirical Finance first reported a position in Evergy in Q4 2021 and has held it in 18 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.