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LMR Partners’s Evergy EVRG Stock Holding History

LMR 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 		– Sell
-27,999
Closed -$2.03M – 1595
2025
Q4 		$2.03M Buy
27,999
+8,527
+44% +$647K ﹤0.01% 807
2025
Q3 		$1.48M Sell
19,472
-3,444
-15% -$245K 0.01% 827
2025
Q2 		$1.58M Buy
22,916
+757
+3% +$50.9K 0.01% 698
2025
Q1 		$1.53M Buy
22,159
+21,627
+4,065% +$1.42M 0.01% 707
2024
Q4 		$32.7K Buy
+532
New +$32.9K ﹤0.01% 1056
2023
Q4 		– Sell
-198,599
Closed -$10.1M – 1034
2023
Q3 		$10.1M Sell
198,599
-51,414
-21% -$2.92M 0.11% 187
2023
Q2 		$14.6M Buy
250,013
+80,061
+47% +$4.84M 0.16% 146
2023
Q1 		$10.4M Buy
169,952
+72,240
+74% +$4.39M 0.16% 154
2022
Q4 		$6.15M Buy
+97,712
New +$5.87M 0.11% 227
2020
Q3 		– Sell
-57,118
Closed -$3.39M – 514
2020
Q2 		$3.39M Buy
57,118
+48,001
+526% +$2.84M 0.08% 168
2020
Q1 		$539K Buy
+9,117
New +$599K 0.03% 169

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

LMR Partners's EVRG Position: Q1 2026 in Review

LMR Partners sold out of Evergy (EVRG) in Q1 2026, closing a stake of 27,999 shares — an estimated $2.03M sold.

LMR Partners first reported a position in EVRG in Q1 2020 and held it in 11 quarters. The position peaked at $14.6M in Q2 2023. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • LMR Partners reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • LMR Partners sold 27,999 Evergy shares in Q1 2026, an estimated $2.03M.
  • LMR Partners first reported a position in Evergy in Q1 2020 and held it in 11 quarters.
  • LMR Partners's Evergy position peaked at $14.6M in Q2 2023.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.