Focus Partners Wealth
EVRG icon

Focus Partners Wealth’s Evergy EVRG Stock Holding History

Focus Partners Wealth’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 		$33.7M Buy
411,084
+11,467
+3% +$906K 0.04% 374
2025
Q4 		$29M Buy
399,617
+234,758
+142% +$17.8M 0.03% 407
2025
Q3 		$12.5M Buy
164,859
+149,153
+950% +$10.6M 0.02% 504
2025
Q2 		$1.08M Buy
15,706
+1,915
+14% +$129K ﹤0.01% 1108
2025
Q1 		$951K Buy
13,791
+760
+6% +$49.7K ﹤0.01% 1084
2024
Q4 		$802K Buy
13,031
+7,163
+122% +$443K ﹤0.01% 1137
2024
Q3 		$364K Sell
5,868
-237
-4% -$13.8K ﹤0.01% 1264
2024
Q2 		$323K Buy
6,105
+38
+0.6% +$2.02K ﹤0.01% 1052
2024
Q1 		$324K Buy
+6,067
New +$310K ﹤0.01% 815

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

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

Focus Partners Wealth increased its Evergy (EVRG) stake by 2.9% in Q1 2026, buying an estimated $906K and bringing the position to 411,084 shares worth $33.7M. The position accounts for 0.04% of the portfolio, ranked #374.

Focus Partners Wealth first reported a position in EVRG in Q1 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Focus Partners Wealth held 411,084 shares of Evergy worth $33.7M as of Q1 2026.
  • Focus Partners Wealth bought 11,467 Evergy shares in Q1 2026, an estimated $906K.
  • Evergy made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #374 holding.
  • Focus Partners Wealth first reported a position in Evergy in Q1 2024 and has held it in 9 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.