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Johnson Financial Group Inc (Wisconsin)’s Evergy EVRG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.75M Buy
33,597
+435
+1% +$34.4K 0.1% 105
2025
Q4 		$2.4M Buy
33,162
+8,481
+34% +$643K 0.09% 110
2025
Q3 		$1.88M Sell
24,681
-3,199
-11% -$228K 0.07% 124
2025
Q2 		$1.92M Buy
27,880
+5,459
+24% +$367K 0.09% 118
2025
Q1 		$1.55M Buy
22,421
+2,705
+14% +$177K 0.08% 123
2024
Q4 		$1.27M Buy
+19,716
New +$1.22M 0.06% 133
2024
Q2 		– Sell
-7
Closed -$374 – 875
2024
Q1 		$374 Hold
7
– – ﹤0.01% 728
2023
Q4 		$366 Buy
+7
New +$352 ﹤0.01% 850

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

Johnson Financial Group Inc (Wisconsin)'s EVRG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Evergy (EVRG) stake by 1.3% in Q1 2026, buying an estimated $34.4K and bringing the position to 33,597 shares worth $2.75M. The position accounts for 0.1% of the portfolio, ranked #105.

Johnson Financial Group Inc (Wisconsin) first reported a position in EVRG in Q4 2023 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 33,597 shares of Evergy worth $2.75M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 435 Evergy shares in Q1 2026, an estimated $34.4K.
  • Evergy made up 0.1% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #105 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Evergy in Q4 2023 and has held it in 8 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.