Fairview Capital Investment Management’s Evergy EVRG Stock Holding History

Fairview Capital Investment Management’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	$755K	Buy	9,221 +221	+2%	+$17.5K	0.04%	117
2025 Q4	$652K	Hold	9,000	–	–	0.03%	113
2025 Q3	$684K	Hold	9,000	–	–	0.03%	114
2025 Q2	$620K	Hold	9,000	–	–	0.03%	110
2025 Q1	$621K	Hold	9,000	–	–	0.03%	107
2024 Q4	$554K	Hold	9,000	–	–	0.03%	108
2024 Q3	$558K	Hold	9,000	–	–	0.03%	108
2024 Q2	$477K	Hold	9,000	–	–	0.03%	109
2024 Q1	$480K	Hold	9,000	–	–	0.03%	120
2023 Q4	$470K	Hold	9,000	–	–	0.03%	112
2023 Q3	$456K	Hold	9,000	–	–	0.03%	111
2023 Q2	$526K	Hold	9,000	–	–	0.03%	103
2023 Q1	$550K	Hold	9,000	–	–	0.04%	102
2022 Q4	$566K	Hold	9,000	–	–	0.04%	99
2022 Q3	$534K	Hold	9,000	–	–	0.04%	94
2022 Q2	$587K	Hold	9,000	–	–	0.04%	94
2022 Q1	$615K	Hold	9,000	–	–	0.04%	88
2021 Q4	$617K	Hold	9,000	–	–	0.04%	91
2021 Q3	$559K	Hold	9,000	–	–	0.04%	90
2021 Q2	$543K	Hold	9,000	–	–	0.04%	89
2021 Q1	$535K	Hold	9,000	–	–	0.02%	124
2020 Q4	$499K	Hold	9,000	–	–	0.02%	111
2020 Q3	$457K	Hold	9,000	–	–	0.02%	104
2020 Q2	$533K	Hold	9,000	–	–	0.03%	97
2020 Q1	$495K	Hold	9,000	–	–	0.03%	102
2019 Q4	$585K	Hold	9,000	–	–	0.03%	101
2019 Q3	$599K	Hold	9,000	–	–	0.03%	104
2019 Q2	$541K	Hold	9,000	–	–	0.03%	106
2019 Q1	$522K	Hold	9,000	–	–	0.03%	108
2018 Q4	$510K	Hold	9,000	–	–	0.03%	101
2018 Q3	$494K	Hold	9,000	–	–	0.03%	91
2018 Q2	$505K	Buy	+9,000	New	+$482K	0.03%	86

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fairview Capital Investment Management's EVRG Position: Q1 2026 in Review

Fairview Capital Investment Management increased its Evergy (EVRG) stake by 2.5% in Q1 2026, buying an estimated $17.5K and bringing the position to 9,221 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #117.

Fairview Capital Investment Management first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Fairview Capital Investment Management held 9,221 shares of Evergy worth $755K as of Q1 2026.
Fairview Capital Investment Management bought 221 Evergy shares in Q1 2026, an estimated $17.5K.
Evergy made up 0.04% of Fairview Capital Investment Management's portfolio in Q1 2026, its #117 holding.
Fairview Capital Investment Management first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.