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HighPoint Advisor Group’s Evergy EVRG Stock Holding History

HighPoint Advisor Group’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
-10,661
Closed -$773K – 781
2025
Q4 		$773K Buy
10,661
+1
+0% +$76 0.02% 538
2025
Q3 		$810K Buy
10,660
+866
+9% +$61.7K 0.04% 293
2025
Q2 		$675K Buy
9,794
+502
+5% +$33.7K 0.04% 317
2025
Q1 		$640K Sell
9,292
-1,089
-10% -$71.3K 0.04% 309
2024
Q4 		$687K Buy
10,381
+1,846
+22% +$114K 0.04% 304
2024
Q3 		$508K Buy
8,535
+411
+5% +$23.9K 0.03% 353
2024
Q2 		$469K Buy
8,124
+302
+4% +$16.1K 0.03% 369
2024
Q1 		$436K Sell
7,822
-338
-4% -$17.3K 0.03% 383
2023
Q4 		$420K Buy
+8,160
New +$411K 0.03% 394
2022
Q2 		$273K Buy
+4,197
New +$285K 0.03% 411
2021
Q3 		$216K Sell
3,465
-144
-4% -$9.44K 0.02% 496
2021
Q2 		$218K Buy
+3,609
New +$226K 0.02% 481
2019
Q4 		– Sell
-2,212
Closed -$139K – 401
2019
Q3 		$139K Sell
2,212
-137
-6% -$8.66K 0.03% 391
2019
Q2 		$142K Buy
+2,349
New +$137K 0.03% 369

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

HighPoint Advisor Group's EVRG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Evergy (EVRG) in Q1 2026, closing a stake of 10,661 shares — an estimated $773K sold.

HighPoint Advisor Group first reported a position in EVRG in Q2 2019 and held it in 14 quarters. The position peaked at $810K in Q3 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 10,661 Evergy shares in Q1 2026, an estimated $773K.
  • HighPoint Advisor Group first reported a position in Evergy in Q2 2019 and held it in 14 quarters.
  • HighPoint Advisor Group's Evergy position peaked at $810K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.