KAS
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Kestra Advisory Services’s Evergy EVRG Stock Holding History

Kestra Advisory Services’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 		$1.3M Buy
15,829
+124
+0.8% +$9.8K ﹤0.01% 1556
2025
Q4 		$1.14M Buy
15,705
+1,340
+9% +$102K ﹤0.01% 1569
2025
Q3 		$1.09M Buy
14,365
+1,388
+11% +$98.9K 0.01% 1526
2025
Q2 		$895K Buy
12,977
+898
+7% +$60.4K ﹤0.01% 1553
2025
Q1 		$833K Sell
12,079
-7,438
-38% -$487K ﹤0.01% 1496
2024
Q4 		$1.2M Sell
19,517
-408
-2% -$25.2K 0.01% 1295
2024
Q3 		$1.24M Sell
19,925
-2,284
-10% -$133K 0.01% 1208
2024
Q2 		$1.18M Buy
22,209
+4,489
+25% +$239K 0.01% 1225
2024
Q1 		$946K Buy
17,720
+142
+0.8% +$7.26K 0.01% 1277
2023
Q4 		$918K Buy
17,578
+2,414
+16% +$121K 0.01% 1167
2023
Q3 		$769K Buy
15,164
+1,610
+12% +$91.4K 0.01% 1128
2023
Q2 		$792K Buy
13,554
+2,284
+20% +$138K 0.01% 1087
2023
Q1 		$689K Sell
11,270
-5,380
-32% -$327K 0.01% 1122
2022
Q4 		$1.05M Buy
16,650
+3,997
+32% +$240K 0.01% 1034
2022
Q3 		$752K Buy
12,653
+4,561
+56% +$307K 0.01% 1102
2022
Q2 		$528K Buy
8,092
+1,836
+29% +$125K 0.01% 1302
2022
Q1 		$428K Sell
6,256
-166
-3% -$10.7K ﹤0.01% 1378
2021
Q4 		$441K Buy
6,422
+786
+14% +$51.1K ﹤0.01% 1383
2021
Q3 		$351K Buy
5,636
+251
+5% +$16.5K ﹤0.01% 1573
2021
Q2 		$325K Buy
5,385
+229
+4% +$14.3K ﹤0.01% 1523
2021
Q1 		$307K Sell
5,156
-1,296
-20% -$71.7K ﹤0.01% 1449
2020
Q4 		$349K Buy
6,452
+6,336
+5,462% +$348K ﹤0.01% 1392
2020
Q3 		$395K Buy
+116
New +$6.49K 0.01% 984

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

Kestra Advisory Services's EVRG Position: Q1 2026 in Review

Kestra Advisory Services increased its Evergy (EVRG) stake by 0.79% in Q1 2026, buying an estimated $9.8K and bringing the position to 15,829 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Kestra Advisory Services 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.

  • Kestra Advisory Services held 15,829 shares of Evergy worth $1.3M as of Q1 2026.
  • Kestra Advisory Services bought 124 Evergy shares in Q1 2026, an estimated $9.8K.
  • Evergy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1556 holding.
  • Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.