EWA
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Exencial Wealth Advisors’s Evergy EVRG Stock Holding History

Exencial Wealth Advisors’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 		$13.1M Sell
160,453
-7,043
-4% -$557K 0.41% 67
2025
Q4 		$12.1M Sell
167,496
-3,850
-2% -$292K 0.38% 75
2025
Q3 		$13M Sell
171,346
-1,909
-1% -$136K 0.42% 68
2025
Q2 		$11.9M Sell
173,255
-8,243
-5% -$554K 0.42% 74
2025
Q1 		$12.5M Sell
181,498
-1,163
-0.6% -$76.1K 0.46% 66
2024
Q4 		$11.2M Sell
182,661
-5,096
-3% -$315K 0.41% 70
2024
Q3 		$11.6M Sell
187,757
-6,806
-3% -$396K 0.42% 76
2024
Q2 		$10.3M Sell
194,563
-14,892
-7% -$792K 0.39% 77
2024
Q1 		$11.2M Buy
209,455
+366
+0.2% +$18.7K 0.42% 76
2023
Q4 		$10.9M Sell
209,089
-5,003
-2% -$252K 0.44% 69
2023
Q3 		$10.9M Sell
214,092
-10,702
-5% -$608K 0.53% 60
2023
Q2 		$13.1M Sell
224,794
-186
-0.1% -$11.2K 0.6% 57
2023
Q1 		$13.8M Sell
224,980
-4,187
-2% -$255K 0.71% 45
2022
Q4 		$14.4M Buy
229,167
+199,261
+666% +$12M 0.77% 38
2022
Q3 		$1.78M Sell
29,906
-2,894
-9% -$195K 0.11% 170
2022
Q2 		$2.14M Buy
32,800
+301
+0.9% +$20.4K 0.12% 165
2022
Q1 		$2.22M Buy
32,499
+1,801
+6% +$116K 0.11% 179
2021
Q4 		$2.11M Buy
30,698
+1,097
+4% +$71.3K 0.1% 185
2021
Q3 		$1.84M Sell
29,601
-11
-0% -$721 0.08% 156
2021
Q2 		$1.79M Buy
29,612
+1,938
+7% +$121K 0.1% 186
2021
Q1 		$1.65M Sell
27,674
-201
-0.7% -$11.1K 0.1% 184
2020
Q4 		$1.55M Sell
27,875
-31,456
-53% -$1.73M 0.11% 170
2020
Q3 		$3.02M Buy
+59,331
New +$3.32M 0.16% 152

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

Exencial Wealth Advisors's EVRG Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Evergy (EVRG) stake by 4.2% in Q1 2026, selling an estimated $557K and leaving 160,453 shares worth $13.1M. The position accounts for 0.41% of the portfolio, ranked #67.

Exencial Wealth Advisors first reported a position in EVRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.4M in Q4 2022. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Exencial Wealth Advisors held 160,453 shares of Evergy worth $13.1M as of Q1 2026.
  • Exencial Wealth Advisors sold 7,043 Evergy shares in Q1 2026, an estimated $557K.
  • Evergy made up 0.41% of Exencial Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Exencial Wealth Advisors first reported a position in Evergy in Q3 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Evergy position peaked at $14.4M in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.