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High Note Wealth’s Evergy EVRG Stock Holding History

High Note Wealth’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 		$164 Hold
2
– – ﹤0.01% 913
2025
Q4 		$145 Hold
2
– – ﹤0.01% 886
2025
Q3 		$152 Sell
2
-140
-99% -$9.98K ﹤0.01% 832
2025
Q2 		$9.79K Hold
142
– – ﹤0.01% 304
2025
Q1 		$9.79K Hold
142
– – ﹤0.01% 297
2024
Q4 		$8.74K Buy
+142
New +$8.78K ﹤0.01% 309

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

High Note Wealth's EVRG Position: Q1 2026 in Review

High Note Wealth held its Evergy (EVRG) position steady in Q1 2026 at 2 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #913.

High Note Wealth first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.79K in Q1 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • High Note Wealth held 2 shares of Evergy worth $164 as of Q1 2026.
  • High Note Wealth left its Evergy share count unchanged in Q1 2026.
  • Evergy made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #913 holding.
  • High Note Wealth first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Evergy position peaked at $9.79K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.