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Interchange Capital Partners’s Evergy EVRG Stock Holding History

Interchange Capital Partners’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
-2,916
Closed -$211K – 367
2025
Q4 		$211K Buy
+2,916
New +$221K 0.04% 394
2021
Q1 		– Sell
-200
Closed -$11K – 500
2020
Q4 		$11K Buy
+200
New +$11K 0.01% 761

Other funds holding EVRG

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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

Interchange Capital Partners's EVRG Position: Q1 2026 in Review

Interchange Capital Partners sold out of Evergy (EVRG) in Q1 2026, closing a stake of 2,916 shares — an estimated $211K sold.

Interchange Capital Partners first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Interchange Capital Partners reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 2,916 Evergy shares in Q1 2026, an estimated $211K.
  • Interchange Capital Partners first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's Evergy position peaked at $211K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.