Financial Engines Advisors’s Evergy EVRG Stock Holding History

Financial Engines 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	–	Sell	-22,635	Closed	-$1.64M	–	540
2025 Q4	$1.64M	Sell	22,635 -641	-3%	-$48.6K	﹤0.01%	258
2025 Q3	$1.77M	Buy	+23,276	New	+$1.66M	﹤0.01%	246
2024 Q1	–	Sell	-25,206	Closed	-$1.32M	–	340
2023 Q4	$1.32M	Buy	+25,206	New	+$1.27M	﹤0.01%	171
2019 Q4	–	Sell	-21,833	Closed	-$1.45M	–	133
2019 Q3	$1.45M	Buy	+21,833	New	+$1.38M	0.01%	80
2019 Q1	–	Sell	-28,165	Closed	-$1.6M	–	107
2018 Q4	$1.6M	Buy	+28,165	New	+$1.63M	0.01%	72
2018 Q3	–	Sell	-31,948	Closed	-$1.79M	–	158
2018 Q2	$1.79M	Buy	+31,948	New	+$1.71M	0.04%	38

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 Engines Advisors's EVRG Position: Q1 2026 in Review

Financial Engines Advisors sold out of Evergy (EVRG) in Q1 2026, closing a stake of 22,635 shares — an estimated $1.64M sold.

Financial Engines Advisors first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $1.79M in Q2 2018. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Financial Engines Advisors reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
Financial Engines Advisors sold 22,635 Evergy shares in Q1 2026, an estimated $1.64M.
Financial Engines Advisors first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
Financial Engines Advisors's Evergy position peaked at $1.79M in Q2 2018.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.