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Leo Wealth LLC’s Evergy EVRG Stock Holding History

Leo Wealth LLC’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 		$401K Buy
4,900
+1,130
+30% +$89.3K 0.03% 301
2025
Q4 		$273K Sell
3,770
-7
-0.2% -$531 0.02% 362
2025
Q3 		$287K Sell
3,777
-16,526
-81% -$1.18M 0.04% 237
2025
Q2 		$1.4M Buy
+20,303
New +$1.36M 0.11% 146

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Leo Wealth LLC's EVRG Position: Q1 2026 in Review

Leo Wealth LLC increased its Evergy (EVRG) stake by 30% in Q1 2026, buying an estimated $89.3K and bringing the position to 4,900 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #301.

Leo Wealth LLC first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q2 2025. 923 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Leo Wealth LLC held 4,900 shares of Evergy worth $401K as of Q1 2026.
  • Leo Wealth LLC bought 1,130 Evergy shares in Q1 2026, an estimated $89.3K.
  • Evergy made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #301 holding.
  • Leo Wealth LLC first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's Evergy position peaked at $1.4M in Q2 2025.
  • 923 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.