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IHT Wealth Management’s Evergy EVRG Stock Holding History

IHT 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 		$1.53M Sell
18,707
-480
-3% -$37.9K 0.04% 446
2025
Q4 		$1.39M Sell
19,187
-1,464
-7% -$111K 0.03% 447
2025
Q3 		$1.57M Buy
20,651
+123
+0.6% +$8.77K 0.04% 396
2025
Q2 		$1.41M Buy
20,528
+212
+1% +$14.2K 0.04% 400
2025
Q1 		$1.4M Sell
20,316
-19,960
-50% -$1.31M 0.04% 372
2024
Q4 		$2.48M Buy
40,276
+30,402
+308% +$1.88M 0.08% 232
2024
Q3 		$611K Buy
9,874
+3,307
+50% +$192K 0.02% 657
2024
Q2 		$349K Buy
6,567
+88
+1% +$4.68K 0.01% 747
2024
Q1 		$346K Sell
6,479
-289
-4% -$14.8K 0.01% 749
2023
Q4 		$353K Buy
6,768
+181
+3% +$9.11K 0.02% 705
2023
Q3 		$334K Buy
6,587
+27
+0.4% +$1.53K 0.02% 687
2023
Q2 		$383K Sell
6,560
-6
-0.1% -$362 0.02% 632
2023
Q1 		$401K Buy
6,566
+573
+10% +$34.9K 0.02% 588
2022
Q4 		$377K Sell
5,993
-1,582
-21% -$95K 0.02% 572
2022
Q3 		$450K Buy
7,575
+3,834
+102% +$258K 0.03% 484
2022
Q2 		$244K Sell
3,741
-177
-5% -$12K 0.02% 597
2022
Q1 		$268K Buy
3,918
+3
+0.1% +$194 0.02% 607
2021
Q4 		$269K Buy
3,915
+3
+0.1% +$195 0.02% 648
2021
Q3 		$243K Sell
3,912
-396
-9% -$26K 0.02% 670
2021
Q2 		$260K Sell
4,308
-249
-5% -$15.6K 0.02% 766
2021
Q1 		$271K Buy
4,557
+342
+8% +$18.9K 0.02% 664
2020
Q4 		$234K Buy
+4,215
New +$231K 0.02% 638
2020
Q1 		– Sell
-3,142
Closed -$205K – 584
2019
Q4 		$205K Buy
3,142
+1
+0% +$64 0.02% 557
2019
Q3 		$209K Buy
+3,141
New +$199K 0.03% 540
2019
Q1 		– Sell
-5,437
Closed -$309K – 520
2018
Q4 		$309K Buy
5,437
+52
+1% +$3K 0.06% 324
2018
Q3 		$296K Buy
5,385
+13
+0.2% +$735 0.06% 326
2018
Q2 		$302K Buy
+5,372
New +$288K 0.08% 302

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

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

IHT Wealth Management reduced its Evergy (EVRG) stake by 2.5% in Q1 2026, selling an estimated $37.9K and leaving 18,707 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #446.

IHT Wealth Management first reported a position in EVRG in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.48M in Q4 2024. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • IHT Wealth Management held 18,707 shares of Evergy worth $1.53M as of Q1 2026.
  • IHT Wealth Management sold 480 Evergy shares in Q1 2026, an estimated $37.9K.
  • Evergy made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #446 holding.
  • IHT Wealth Management first reported a position in Evergy in Q2 2018 and has held it in 27 quarters since.
  • IHT Wealth Management's Evergy position peaked at $2.48M in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.