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Forvis Mazars Wealth Advisors’s Evergy EVRG Stock Holding History

Forvis Mazars Wealth 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 		$672K Sell
8,200
-748
-8% -$59.1K 0.01% 250
2025
Q4 		$649K Buy
8,948
+155
+2% +$11.8K 0.01% 254
2025
Q3 		$668K Buy
8,793
+2,115
+32% +$151K 0.01% 248
2025
Q2 		$460K Buy
6,678
+77
+1% +$5.17K 0.01% 298
2025
Q1 		$455K Buy
6,601
+724
+12% +$47.4K 0.01% 294
2024
Q4 		$362K Hold
5,877
– – 0.01% 351
2024
Q3 		$364K Sell
5,877
-150
-2% -$8.73K 0.01% 355
2024
Q2 		$319K Sell
6,027
-132
-2% -$7.02K 0.01% 345
2024
Q1 		$329K Buy
6,159
+169
+3% +$8.64K 0.01% 336
2023
Q4 		$313K Hold
5,990
– – 0.01% 332
2023
Q3 		$304K Hold
5,990
– – 0.01% 331
2023
Q2 		$350K Sell
5,990
-1
-0% -$60 0.01% 337
2023
Q1 		$366K Buy
5,991
+1
+0% +$61 0.01% 304
2022
Q4 		$377K Hold
5,990
– – 0.01% 294
2022
Q3 		$356K Hold
5,990
– – 0.01% 297
2022
Q2 		$391K Buy
5,990
+2,670
+80% +$181K 0.02% 284
2022
Q1 		$227K Buy
+3,320
New +$214K 0.01% 277
2020
Q4 		– Sell
-4,073
Closed -$207K – 356
2020
Q3 		$207K Sell
4,073
-856
-17% -$47.9K 0.01% 312
2020
Q2 		$292K Buy
4,929
+262
+6% +$15.5K 0.02% 254
2020
Q1 		$257K Sell
4,667
-172
-4% -$11.3K 0.02% 244
2019
Q4 		$315K Buy
+4,839
New +$309K 0.02% 236

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

Forvis Mazars Wealth Advisors's EVRG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Evergy (EVRG) stake by 8.4% in Q1 2026, selling an estimated $59.1K and leaving 8,200 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #250.

Forvis Mazars Wealth Advisors first reported a position in EVRG in Q4 2019 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 8,200 shares of Evergy worth $672K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 748 Evergy shares in Q1 2026, an estimated $59.1K.
  • Evergy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Evergy in Q4 2019 and has held it in 21 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.