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Fulcrum Asset Management’s Evergy EVRG Stock Holding History

Fulcrum Asset Management’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
2025
Q2 		– Sell
-33,398
Closed -$1.95M – 262
2025
Q1 		$1.95M Buy
+33,398
New +$2.19M 0.38% 74

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fulcrum Asset Management's EVRG Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Evergy (EVRG) stake by 66% in Q1 2026, selling an estimated $822K and leaving 5,280 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #138.

Fulcrum Asset Management first reported a position in EVRG in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2025. 920 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Fulcrum Asset Management held 5,280 shares of Evergy worth $431K as of Q1 2026.
  • Fulcrum Asset Management sold 10,401 Evergy shares in Q1 2026, an estimated $822K.
  • Evergy made up 0.07% of Fulcrum Asset Management's portfolio in Q1 2026, its #138 holding.
  • Fulcrum Asset Management first reported a position in Evergy in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Evergy position peaked at $1.52M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.