Lavaca Capital’s Evergy EVRG Stock Holding History

Lavaca Capital’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	$24.6K	Hold	300	–	–	﹤0.01%	210
2025 Q4	$21.7K	Hold	300	–	–	﹤0.01%	216
2025 Q3	$22.8K	Hold	300	–	–	﹤0.01%	204
2025 Q2	$20.7K	Buy	+300	New	+$20.2K	0.01%	206

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

Lavaca Capital's EVRG Position: Q1 2026 in Review

Lavaca Capital held its Evergy (EVRG) position steady in Q1 2026 at 300 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Lavaca Capital first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Lavaca Capital held 300 shares of Evergy worth $24.6K as of Q1 2026.
Lavaca Capital left its Evergy share count unchanged in Q1 2026.
Evergy made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #210 holding.
Lavaca Capital first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.