Empower Advisory Group
EVRG icon

Empower Advisory Group’s Evergy EVRG Stock Holding History

Empower Advisory Group’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 		$87.5M Buy
1,068,450
+54,316
+5% +$4.29M 0.23% 92
2025
Q4 		$73.5M Sell
1,014,134
-41,480
-4% -$3.15M 0.2% 99
2025
Q3 		$80.2M Sell
1,055,614
-205,363
-16% -$14.6M 0.22% 89
2025
Q2 		$86.9M Buy
1,260,977
+33,746
+3% +$2.27M 0.26% 76
2025
Q1 		$84.6M Buy
1,227,231
+34,267
+3% +$2.24M 0.28% 69
2024
Q4 		$73.4M Buy
1,192,964
+45,439
+4% +$2.81M 0.25% 84
2024
Q3 		$71.2M Buy
1,147,525
+42,829
+4% +$2.49M 0.24% 93
2024
Q2 		$58.5M Buy
1,104,696
+37,398
+4% +$1.99M 0.22% 98
2024
Q1 		$57M Buy
1,067,298
+143,422
+16% +$7.33M 0.21% 109
2023
Q4 		$48.2M Buy
923,876
+106,960
+13% +$5.38M 0.19% 110
2023
Q3 		$41.4M Sell
816,916
-70,196
-8% -$3.99M 0.18% 110
2023
Q2 		$51.8M Buy
887,112
+21,107
+2% +$1.27M 0.22% 109
2023
Q1 		$52.3M Buy
+866,005
New +$52.7M 0.24% 104

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

Empower Advisory Group's EVRG Position: Q1 2026 in Review

Empower Advisory Group increased its Evergy (EVRG) stake by 5.4% in Q1 2026, buying an estimated $4.29M and bringing the position to 1,068,450 shares worth $87.5M. The position accounts for 0.23% of the portfolio, ranked #92.

Empower Advisory Group first reported a position in EVRG in Q1 2023 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Empower Advisory Group held 1,068,450 shares of Evergy worth $87.5M as of Q1 2026.
  • Empower Advisory Group bought 54,316 Evergy shares in Q1 2026, an estimated $4.29M.
  • Evergy made up 0.23% of Empower Advisory Group's portfolio in Q1 2026, its #92 holding.
  • Empower Advisory Group first reported a position in Evergy in Q1 2023 and has held it in 13 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.