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FAS Wealth Partners’s Evergy EVRG Stock Holding History

FAS Wealth Partners’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 		$838K Buy
10,235
+4,468
+77% +$353K 0.05% 184
2025
Q4 		$418K Buy
5,767
+32
+0.6% +$2.43K 0.03% 252
2025
Q3 		$436K Sell
5,735
-678
-11% -$48.3K 0.03% 235
2025
Q2 		$442K Buy
6,413
+150
+2% +$10.1K 0.03% 230
2025
Q1 		$432K Buy
6,263
+39
+0.6% +$2.55K 0.04% 223
2024
Q4 		$383K Buy
6,224
+44
+0.7% +$2.72K 0.03% 237
2024
Q3 		$383K Buy
6,180
+41
+0.7% +$2.39K 0.03% 244
2024
Q2 		$325K Buy
6,139
+47
+0.8% +$2.5K 0.03% 245
2024
Q1 		$325K Buy
6,092
+160
+3% +$8.18K 0.03% 250
2023
Q4 		$310K Buy
5,932
+112
+2% +$5.64K 0.03% 244
2023
Q3 		$295K Buy
5,820
+232
+4% +$13.2K 0.03% 237
2023
Q2 		$326K Sell
5,588
-2,686
-32% -$162K 0.04% 209
2023
Q1 		$506K Buy
+8,274
New +$503K 0.05% 192
2022
Q4 		– Sell
-5,748
Closed -$341K – 421
2022
Q3 		$341K Buy
5,748
+1,852
+48% +$125K 0.04% 216
2022
Q2 		$254K Buy
+3,896
New +$264K 0.03% 248

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

FAS Wealth Partners's EVRG Position: Q1 2026 in Review

FAS Wealth Partners increased its Evergy (EVRG) stake by 77% in Q1 2026, buying an estimated $353K and bringing the position to 10,235 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #184.

FAS Wealth Partners first reported a position in EVRG in Q2 2022 and has held it in 15 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • FAS Wealth Partners held 10,235 shares of Evergy worth $838K as of Q1 2026.
  • FAS Wealth Partners bought 4,468 Evergy shares in Q1 2026, an estimated $353K.
  • Evergy made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • FAS Wealth Partners first reported a position in Evergy in Q2 2022 and has held it in 15 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.