JWM
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Jeppson Wealth Management’s Evergy EVRG Stock Holding History

Jeppson 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 		$607K Sell
7,405
-25
-0.3% -$1.98K 0.19% 109
2025
Q4 		$539K Buy
7,430
+6
+0.1% +$455 0.17% 112
2025
Q3 		$564K Hold
7,424
– – 0.18% 111
2025
Q2 		$512K Hold
7,424
– – 0.18% 119
2025
Q1 		$512K Sell
7,424
-150
-2% -$9.82K 0.19% 116
2024
Q4 		$466K Sell
7,574
-200
-3% -$12.4K 0.17% 125
2024
Q3 		$482K Sell
7,774
-59
-0.8% -$3.43K 0.17% 124
2024
Q2 		$415K Sell
7,833
-37
-0.5% -$1.97K 0.16% 126
2024
Q1 		$420K Sell
7,870
-238
-3% -$12.2K 0.16% 128
2023
Q4 		$423K Sell
8,108
-1,227
-13% -$61.8K 0.18% 126
2023
Q3 		$473K Buy
9,335
+2,660
+40% +$151K 0.22% 110
2023
Q2 		$390K Sell
6,675
-13
-0.2% -$785 0.17% 122
2023
Q1 		$409K Sell
6,688
-449
-6% -$27.3K 0.18% 120
2022
Q4 		$449K Sell
7,137
-358
-5% -$21.5K 0.19% 119
2022
Q3 		$445K Sell
7,495
-10
-0.1% -$673 0.2% 107
2022
Q2 		$490K Buy
7,505
+50
+0.7% +$3.39K 0.21% 102
2022
Q1 		$509K Buy
7,455
+20
+0.3% +$1.29K 0.24% 94
2021
Q4 		$510K Hold
7,435
– – 0.25% 89
2021
Q3 		$462K Buy
7,435
+150
+2% +$9.84K 0.24% 91
2021
Q2 		$440K Hold
7,285
– – 0.24% 90
2021
Q1 		$433K Sell
7,285
-147
-2% -$8.13K 0.26% 90
2020
Q4 		$413K Sell
7,432
-496
-6% -$27.2K 0.27% 87
2020
Q3 		$403K Buy
+7,928
New +$443K 0.32% 78

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

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

Jeppson Wealth Management reduced its Evergy (EVRG) stake by 0.34% in Q1 2026, selling an estimated $1.98K and leaving 7,405 shares worth $607K. The position accounts for 0.19% of the portfolio, ranked #109.

Jeppson Wealth Management first reported a position in EVRG in Q3 2020 and has held it in 23 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Jeppson Wealth Management held 7,405 shares of Evergy worth $607K as of Q1 2026.
  • Jeppson Wealth Management sold 25 Evergy shares in Q1 2026, an estimated $1.98K.
  • Evergy made up 0.19% of Jeppson Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Jeppson Wealth Management first reported a position in Evergy in Q3 2020 and has held it in 23 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.