L.J. Altfest & Co’s Evergy EVRG Stock Holding History

L.J. Altfest & Co’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	$615K	Sell	7,511 -148	-2%	-$11.7K	0.07%	203
2025 Q4	$555K	Sell	7,659 -3,842	-33%	-$291K	0.06%	206
2025 Q3	$874K	Sell	11,501 -76	-0.7%	-$5.42K	0.1%	142
2025 Q2	$798K	Buy	11,577 +229	+2%	+$15.4K	0.09%	146
2025 Q1	$782K	Buy	11,348 +1,954	+21%	+$128K	0.1%	146
2024 Q4	$578K	Sell	9,394 -2,374	-20%	-$147K	0.07%	188
2024 Q3	$730K	Buy	11,768 +2,267	+24%	+$132K	0.1%	164
2024 Q2	$503K	Buy	+9,501	New	+$505K	0.07%	196

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

L.J. Altfest & Co's EVRG Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Evergy (EVRG) stake by 1.9% in Q1 2026, selling an estimated $11.7K and leaving 7,511 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #203.

L.J. Altfest & Co first reported a position in EVRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $874K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

L.J. Altfest & Co held 7,511 shares of Evergy worth $615K as of Q1 2026.
L.J. Altfest & Co sold 148 Evergy shares in Q1 2026, an estimated $11.7K.
Evergy made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #203 holding.
L.J. Altfest & Co first reported a position in Evergy in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's Evergy position peaked at $874K in Q3 2025.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.