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Longboard Asset Management’s Evergy EVRG Stock Holding History

Longboard Asset Management’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
-3,396
Closed -$246K – 44
2025
Q4 		$246K Hold
3,396
– – 1.57% 16
2025
Q3 		$258K Hold
3,396
– – 0.42% 62
2025
Q2 		$234K Hold
3,396
– – 0.58% 84
2025
Q1 		$234K Buy
+3,396
New +$222K 0.69% 55

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

Longboard Asset Management's EVRG Position: Q1 2026 in Review

Longboard Asset Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 3,396 shares — an estimated $246K sold.

Longboard Asset Management first reported a position in EVRG in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q3 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Longboard Asset Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Longboard Asset Management sold 3,396 Evergy shares in Q1 2026, an estimated $246K.
  • Longboard Asset Management first reported a position in Evergy in Q1 2025 and held it in 4 quarters.
  • Longboard Asset Management's Evergy position peaked at $258K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Longboard Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.