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GW Henssler & Associates’s Evergy EVRG Stock Holding History

GW Henssler & Associates’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 		$31.3M Buy
382,547
+2,162
+0.6% +$171K 1.48% 14
2025
Q4 		$27.6M Sell
380,385
-7,155
-2% -$543K 1.33% 18
2025
Q3 		$29.5M Buy
387,540
+2,420
+0.6% +$172K 1.47% 16
2025
Q2 		$26.5M Buy
385,120
+5,766
+2% +$388K 1.42% 20
2025
Q1 		$26.2M Buy
379,354
+17,035
+5% +$1.11M 1.5% 22
2024
Q4 		$22.5M Sell
362,319
-3,362
-0.9% -$208K 1.29% 29
2024
Q3 		$22.7M Buy
365,681
+6,879
+2% +$400K 1.28% 29
2024
Q2 		$19M Buy
358,802
+10,524
+3% +$560K 1.14% 40
2024
Q1 		$18.6M Buy
348,278
+106,236
+44% +$5.43M 1.09% 44
2023
Q4 		$12.6M Sell
242,042
-71,970
-23% -$3.62M 0.83% 52
2023
Q3 		$15.9M Buy
314,012
+6,427
+2% +$365K 1.09% 42
2023
Q2 		$18M Buy
307,585
+9,183
+3% +$555K 1.18% 40
2023
Q1 		$18.2M Buy
298,402
+87,056
+41% +$5.3M 1.21% 39
2022
Q4 		$13.3M Sell
211,346
-20,996
-9% -$1.26M 0.93% 45
2022
Q3 		$13.8M Buy
232,342
+29,724
+15% +$2M 1.03% 43
2022
Q2 		$13.2M Buy
+202,618
New +$13.7M 0.98% 45

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

GW Henssler & Associates's EVRG Position: Q1 2026 in Review

GW Henssler & Associates increased its Evergy (EVRG) stake by 0.57% in Q1 2026, buying an estimated $171K and bringing the position to 382,547 shares worth $31.3M. The position accounts for 1.48% of the portfolio, ranked #14.

GW Henssler & Associates first reported a position in EVRG in Q2 2022 and has held it in 16 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • GW Henssler & Associates held 382,547 shares of Evergy worth $31.3M as of Q1 2026.
  • GW Henssler & Associates bought 2,162 Evergy shares in Q1 2026, an estimated $171K.
  • Evergy made up 1.48% of GW Henssler & Associates's portfolio in Q1 2026, its #14 holding.
  • GW Henssler & Associates first reported a position in Evergy in Q2 2022 and has held it in 16 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.