FMI
EVRG icon

F/M Investments’s Evergy EVRG Stock Holding History

F/M Investments’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 		– Sell
-23,026
Closed -$1.67M – 369
2025
Q4 		$1.67M Sell
23,026
-1,150
-5% -$87.2K 0.06% 258
2025
Q3 		$1.84M Sell
24,176
-534
-2% -$38.1K 0.07% 255
2025
Q2 		$1.7M Buy
24,710
+1,466
+6% +$98.5K 0.06% 258
2025
Q1 		$1.6M Buy
23,244
+544
+2% +$35.6K 0.06% 254
2024
Q4 		$1.4M Buy
+22,700
New +$1.4M 0.05% 266

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

F/M Investments's EVRG Position: Q1 2026 in Review

F/M Investments sold out of Evergy (EVRG) in Q1 2026, closing a stake of 23,026 shares — an estimated $1.67M sold.

F/M Investments first reported a position in EVRG in Q4 2024 and held it in 5 quarters. The position peaked at $1.84M in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • F/M Investments reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 23,026 Evergy shares in Q1 2026, an estimated $1.67M.
  • F/M Investments first reported a position in Evergy in Q4 2024 and held it in 5 quarters.
  • F/M Investments's Evergy position peaked at $1.84M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.