Lido Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59M | Sell |
19,348
-2,768
| -13% | -$219K | ﹤0.01% | 777 |
|
|
2025
Q4 | $1.68M | Buy |
22,116
+8
| +0% | +$607 | 0.01% | 781 |
|
|
2025
Q3 | $1.68M | Buy |
22,108
+2,063
| +10% | +$147K | 0.01% | 742 |
|
|
2025
Q2 | $1.38M | Sell |
20,045
-2,242
| -10% | -$151K | 0.01% | 716 |
|
|
2025
Q1 | $1.54M | Sell |
22,287
-1,075
| -5% | -$70.3K | 0.01% | 610 |
|
|
2024
Q4 | $1.44M | Buy |
23,362
+99
| +0.4% | +$6.12K | 0.01% | 626 |
|
|
2024
Q3 | $1.44M | Buy |
23,263
+2,269
| +11% | +$132K | 0.01% | 574 |
|
|
2024
Q2 | $1.11M | Sell |
20,994
-12,009
| -36% | -$639K | 0.01% | 624 |
|
|
2024
Q1 | $1.76M | Buy |
33,003
+26,376
| +398% | +$1.35M | 0.01% | 458 |
|
|
2023
Q4 | $346K | Buy |
6,627
+440
| +7% | +$22.1K | ﹤0.01% | 977 |
|
|
2023
Q3 | $314K | Sell |
6,187
-698
| -10% | -$39.6K | ﹤0.01% | 901 |
|
|
2023
Q2 | $402K | Sell |
6,885
-1,164
| -14% | -$70.3K | ﹤0.01% | 803 |
|
|
2023
Q1 | $492K | Buy |
8,049
+2,952
| +58% | +$180K | ﹤0.01% | 668 |
|
|
2022
Q4 | $321K | Buy |
5,097
+546
| +12% | +$32.8K | ﹤0.01% | 775 |
|
|
2022
Q3 | $270K | Buy |
4,551
+294
| +7% | +$19.8K | ﹤0.01% | 791 |
|
|
2022
Q2 | $277K | Buy |
4,257
+67
| +2% | +$4.54K | ﹤0.01% | 775 |
|
|
2022
Q1 | $286K | Sell |
4,190
-33
| -0.8% | -$2.13K | ﹤0.01% | 826 |
|
|
2021
Q4 | $289K | Sell |
4,223
-191
| -4% | -$12.4K | ﹤0.01% | 820 |
|
|
2021
Q3 | $274K | Buy |
4,414
+349
| +9% | +$22.9K | ﹤0.01% | 770 |
|
|
2021
Q2 | $246K | Buy |
4,065
+55
| +1% | +$3.44K | ﹤0.01% | 795 |
|
|
2021
Q1 | $239K | Sell |
4,010
-96
| -2% | -$5.31K | ﹤0.01% | 749 |
|
|
2020
Q4 | $227K | Buy |
+4,106
| New | +$225K | ﹤0.01% | 722 |
|
|
2020
Q3 | – | Sell |
-3,882
| Closed | -$230K | – | 658 |
|
|
2020
Q2 | $230K | Hold |
3,882
| – | – | 0.01% | 516 |
|
|
2020
Q1 | $214K | Buy |
3,882
+53
| +1% | +$3.48K | 0.01% | 502 |
|
|
2019
Q4 | $249K | Sell |
3,829
-7,878
| -67% | -$502K | 0.01% | 558 |
|
|
2019
Q3 | $779K | Buy |
11,707
+702
| +6% | +$44.4K | 0.04% | 255 |
|
|
2019
Q2 | $661K | Buy |
11,005
+1,000
| +10% | +$58.5K | 0.04% | 251 |
|
|
2019
Q1 | $580K | Buy |
10,005
+557
| +6% | +$31.7K | 0.04% | 263 |
|
|
2018
Q4 | $536K | Buy |
9,448
+5,638
| +148% | +$325K | 0.05% | 213 |
|
|
2018
Q3 | $209K | Buy |
+3,810
| New | +$216K | 0.02% | 414 |
|
Other funds holding EVRG
VCM
VPM
Lido Advisors's EVRG Position: Q1 2026 in Review
Lido Advisors reduced its Evergy (EVRG) stake by 13% in Q1 2026, selling an estimated $219K and leaving 19,348 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #777.
Lido Advisors first reported a position in EVRG in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.76M in Q1 2024. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.
- Lido Advisors held 19,348 shares of Evergy worth $1.59M as of Q1 2026.
- Lido Advisors sold 2,768 Evergy shares in Q1 2026, an estimated $219K.
- Evergy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #777 holding.
- Lido Advisors first reported a position in Evergy in Q3 2018 and has held it in 30 quarters since.
- Lido Advisors's Evergy position peaked at $1.76M in Q1 2024.
- 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.