JSW
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Journey Strategic Wealth’s Evergy EVRG Stock Holding History

Journey Strategic Wealth’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 		$287K Buy
3,501
+231
+7% +$18.3K 0.01% 567
2025
Q4 		$237K Buy
3,270
+160
+5% +$12.1K 0.01% 617
2025
Q3 		$236K Buy
+3,110
New +$222K 0.01% 581

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

Journey Strategic Wealth's EVRG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Evergy (EVRG) stake by 7.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 3,501 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #567.

Journey Strategic Wealth first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Journey Strategic Wealth held 3,501 shares of Evergy worth $287K as of Q1 2026.
  • Journey Strategic Wealth bought 231 Evergy shares in Q1 2026, an estimated $18.3K.
  • Evergy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #567 holding.
  • Journey Strategic Wealth first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.