HIS
EVRG icon

Horizon Investment Services’s Evergy EVRG Stock Holding History

Horizon Investment Services’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
-3,019
Closed -$219K – 141
2025
Q4 		$219K Buy
+3,019
New +$229K 0.08% 131
2025
Q2 		– Sell
-4,302
Closed -$297K – 126
2025
Q1 		$297K Buy
4,302
+63
+1% +$4.12K 0.14% 92
2024
Q4 		$261K Sell
4,239
-5
-0.1% -$309 0.11% 107
2024
Q3 		$263K Buy
+4,244
New +$247K 0.11% 107
2023
Q3 		– Sell
-4,471
Closed -$261K – 107
2023
Q2 		$261K Sell
4,471
-228
-5% -$13.8K 0.16% 91
2023
Q1 		$287K Sell
4,699
-654
-12% -$39.8K 0.18% 90
2022
Q4 		$337K Sell
5,353
-132
-2% -$7.93K 0.24% 82
2022
Q3 		$326K Buy
5,485
+106
+2% +$7.13K 0.24% 76
2022
Q2 		$351K Buy
5,379
+345
+7% +$23.4K 0.23% 80
2022
Q1 		$344K Sell
5,034
-79
-2% -$5.1K 0.18% 90
2021
Q4 		$351K Sell
5,113
-8
-0.2% -$520 0.16% 97
2021
Q3 		$319K Buy
5,121
+255
+5% +$16.7K 0.16% 96
2021
Q2 		$294K Sell
4,866
-13
-0.3% -$813 0.14% 94
2021
Q1 		$290K Sell
4,879
-102
-2% -$5.64K 0.16% 95
2020
Q4 		$277K Sell
4,981
-230
-4% -$12.6K 0.17% 94
2020
Q3 		$265K Sell
5,211
-570
-10% -$31.9K 0.18% 89
2020
Q2 		$343K Sell
5,781
-399
-6% -$23.6K 0.24% 77
2020
Q1 		$340K Sell
6,180
-38
-0.6% -$2.5K 0.3% 72
2019
Q4 		$405K Sell
6,218
-1,137
-15% -$72.5K 0.27% 78
2019
Q3 		$490K Buy
+7,355
New +$465K 0.33% 69
2019
Q1 		– Sell
-12,117
Closed -$688K – 90
2018
Q4 		$688K Sell
12,117
-3,088
-20% -$178K 0.54% 41
2018
Q3 		$835K Sell
15,205
-720
-5% -$40.7K 0.44% 46
2018
Q2 		$894K Buy
+15,925
New +$853K 0.44% 48

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Horizon Investment Services's EVRG Position: Q1 2026 in Review

Horizon Investment Services sold out of Evergy (EVRG) in Q1 2026, closing a stake of 3,019 shares — an estimated $219K sold.

Horizon Investment Services first reported a position in EVRG in Q2 2018 and held it in 23 quarters. The position peaked at $894K in Q2 2018. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Horizon Investment Services reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Horizon Investment Services sold 3,019 Evergy shares in Q1 2026, an estimated $219K.
  • Horizon Investment Services first reported a position in Evergy in Q2 2018 and held it in 23 quarters.
  • Horizon Investment Services's Evergy position peaked at $894K in Q2 2018.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.