Financial Consulate’s Evergy EVRG Stock Holding History

Financial Consulate’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	$4.26K	Buy	52 +4	+8%	+$316	﹤0.01%	827
2025 Q4	$3.48K	Hold	48	–	–	﹤0.01%	800
2025 Q3	$3.65K	Buy	+48	New	+$3.42K	﹤0.01%	705

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

Financial Consulate's EVRG Position: Q1 2026 in Review

Financial Consulate increased its Evergy (EVRG) stake by 8.3% in Q1 2026, buying an estimated $316 and bringing the position to 52 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Financial Consulate first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Financial Consulate held 52 shares of Evergy worth $4.26K as of Q1 2026.
Financial Consulate bought 4 Evergy shares in Q1 2026, an estimated $316.
Evergy made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #827 holding.
Financial Consulate first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.