Greenline Wealth Management’s Evergy EVRG Stock Holding History

Greenline Wealth 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
2026 Q1	–	Sell	-45	Closed	-$3.3K	–	240
2025 Q4	$3.3K	Buy	+45	New	+$3.41K	﹤0.01%	428

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Greenline Wealth Management's EVRG Position: Q1 2026 in Review

Greenline Wealth Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 45 shares — an estimated $3.3K sold.

Greenline Wealth Management first reported a position in EVRG in Q4 2025 and held it in 1 quarter. The position peaked at $3.3K in Q4 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Greenline Wealth Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 45 Evergy shares in Q1 2026, an estimated $3.3K.
Greenline Wealth Management first reported a position in Evergy in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Evergy position peaked at $3.3K in Q4 2025.
922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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