LIP
EVRG icon

Lighthouse Investment Partners’s Evergy EVRG Stock Holding History

Lighthouse Investment Partners’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 		$418K Sell
5,108
-4,340
-46% -$343K 0.01% 546
2025
Q4 		$685K Buy
+9,448
New +$717K 0.02% 546
2023
Q4 		– Sell
-271,101
Closed -$13.7M – 334
2023
Q3 		$13.7M Buy
+271,101
New +$15.4M 0.56% 31

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lighthouse Investment Partners's EVRG Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Evergy (EVRG) stake by 46% in Q1 2026, selling an estimated $343K and leaving 5,108 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #546.

Lighthouse Investment Partners first reported a position in EVRG in Q3 2023 and has held it in 3 quarters since. The position peaked at $13.7M in Q3 2023. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Lighthouse Investment Partners held 5,108 shares of Evergy worth $418K as of Q1 2026.
  • Lighthouse Investment Partners sold 4,340 Evergy shares in Q1 2026, an estimated $343K.
  • Evergy made up 0.01% of Lighthouse Investment Partners's portfolio in Q1 2026, its #546 holding.
  • Lighthouse Investment Partners first reported a position in Evergy in Q3 2023 and has held it in 3 quarters since.
  • Lighthouse Investment Partners's Evergy position peaked at $13.7M in Q3 2023.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.