Lifeworks Advisors’s Evergy EVRG Stock Holding History

Lifeworks Advisors’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	$4.77M	Buy	58,211 +4,206	+8%	+$332K	0.61%	57
2025 Q4	$3.91M	Sell	54,005 -14,079	-21%	-$1.07M	0.51%	68
2025 Q3	$5.18M	Buy	68,084 +56,061	+466%	+$4M	0.69%	48
2025 Q2	$829K	Buy	12,023 +6,624	+123%	+$445K	0.12%	145
2025 Q1	$372K	Buy	5,399 +843	+19%	+$55.2K	0.06%	223
2024 Q4	$280K	Sell	4,556 -73	-2%	-$4.51K	0.05%	243
2024 Q3	$287K	Buy	+4,629	New	+$269K	0.06%	233
2023 Q4	–	Sell	-5,633	Closed	-$286K	–	200
2023 Q3	$286K	Buy	+5,633	New	+$320K	0.11%	154

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

Lifeworks Advisors's EVRG Position: Q1 2026 in Review

Lifeworks Advisors increased its Evergy (EVRG) stake by 7.8% in Q1 2026, buying an estimated $332K and bringing the position to 58,211 shares worth $4.77M. The position accounts for 0.61% of the portfolio, ranked #57.

Lifeworks Advisors first reported a position in EVRG in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.18M in Q3 2025. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Lifeworks Advisors held 58,211 shares of Evergy worth $4.77M as of Q1 2026.
Lifeworks Advisors bought 4,206 Evergy shares in Q1 2026, an estimated $332K.
Evergy made up 0.61% of Lifeworks Advisors's portfolio in Q1 2026, its #57 holding.
Lifeworks Advisors first reported a position in Evergy in Q3 2023 and has held it in 8 quarters since.
Lifeworks Advisors's Evergy position peaked at $5.18M in Q3 2025.
918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.