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Garton & Associates Financial Advisors’s Evergy EVRG Stock Holding History

Garton & Associates Financial 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
-186
Closed -$13.5K – 302
2025
Q4 		$13.5K Buy
+186
New +$14.1K 0.01% 756

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Garton & Associates Financial Advisors's EVRG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Evergy (EVRG) in Q1 2026, closing a stake of 186 shares — an estimated $13.5K sold.

Garton & Associates Financial Advisors first reported a position in EVRG in Q4 2025 and held it in 1 quarter. The position peaked at $13.5K in Q4 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 186 Evergy shares in Q1 2026, an estimated $13.5K.
  • Garton & Associates Financial Advisors first reported a position in Evergy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Evergy position peaked at $13.5K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.