J. Safra Asset Management’s Evergy EVRG Stock Holding History

J. Safra Asset 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	$4.1K	Hold	50	–	–	﹤0.01%	506
2025 Q4	$3.63K	Hold	50	–	–	﹤0.01%	469
2025 Q3	$3.8K	Buy	+50	New	+$3.56K	﹤0.01%	331

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

J. Safra Asset Management's EVRG Position: Q1 2026 in Review

J. Safra Asset Management held its Evergy (EVRG) position steady in Q1 2026 at 50 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

J. Safra Asset Management first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

J. Safra Asset Management held 50 shares of Evergy worth $4.1K as of Q1 2026.
J. Safra Asset Management left its Evergy share count unchanged in Q1 2026.
Evergy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #506 holding.
J. Safra Asset Management first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.