EW
EVRG icon

Evoke Wealth’s Evergy EVRG Stock Holding History

Evoke Wealth’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 		$396K Sell
4,834
-1,275
-21% -$101K 0.01% 466
2025
Q4 		$443K Sell
6,109
-1,261
-17% -$95.7K 0.01% 420
2025
Q3 		$560K Buy
7,370
+353
+5% +$25.2K 0.01% 332
2025
Q2 		$484K Sell
7,017
-78
-1% -$5.24K 0.01% 356
2025
Q1 		$489K Buy
7,095
+323
+5% +$21.1K 0.01% 276
2024
Q4 		$417K Buy
6,772
+78
+1% +$4.82K 0.01% 291
2024
Q3 		$415K Buy
+6,694
New +$389K 0.01% 283
2024
Q2 		– Sell
-8,153
Closed -$435K – 195
2024
Q1 		$435K Buy
+8,153
New +$417K 0.01% 273
2023
Q4 		– Sell
-4,365
Closed -$221K – 179
2023
Q3 		$221K Buy
4,365
+192
+5% +$10.9K 0.01% 337
2023
Q2 		$244K Buy
4,173
+31
+0.7% +$1.87K 0.01% 316
2023
Q1 		$253K Sell
4,142
-5
-0.1% -$304 0.01% 298
2022
Q4 		$261K Buy
4,147
+19
+0.5% +$1.14K 0.01% 304
2022
Q3 		$245K Sell
4,128
-4
-0.1% -$269 0.01% 290
2022
Q2 		$270K Sell
4,132
-3
-0.1% -$203 0.01% 278
2022
Q1 		$283K Buy
4,135
+1
+0% +$65 0.01% 300
2021
Q4 		$284K Buy
4,134
+40
+1% +$2.6K 0.01% 312
2021
Q3 		$254K Buy
4,094
+4,000
+4,255% +$262K 0.01% 305
2021
Q2 		$6K Sell
94
-95
-50% -$5.94K ﹤0.01% 827
2021
Q1 		$11K Buy
189
+92
+95% +$5.09K ﹤0.01% 669
2020
Q4 		$5K Hold
97
– – ﹤0.01% 711
2020
Q3 		$5K Sell
97
-29
-23% -$1.62K ﹤0.01% 666
2020
Q2 		$7K Buy
126
+4
+3% +$237 ﹤0.01% 594
2020
Q1 		$6.72K Sell
122
-42
-26% -$2.76K ﹤0.01% 563
2019
Q4 		$10.7K Buy
164
+46
+39% +$2.93K ﹤0.01% 727
2019
Q3 		$7.85K Buy
+118
New +$7.46K ﹤0.01% 883

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

Evoke Wealth's EVRG Position: Q1 2026 in Review

Evoke Wealth reduced its Evergy (EVRG) stake by 21% in Q1 2026, selling an estimated $101K and leaving 4,834 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #466.

Evoke Wealth first reported a position in EVRG in Q3 2019 and has held it in 25 quarters since. The position peaked at $560K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Evoke Wealth held 4,834 shares of Evergy worth $396K as of Q1 2026.
  • Evoke Wealth sold 1,275 Evergy shares in Q1 2026, an estimated $101K.
  • Evergy made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #466 holding.
  • Evoke Wealth first reported a position in Evergy in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Evergy position peaked at $560K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.