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Mathes Company’s Evergy EVRG Stock Holding History

Mathes Company’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 		$3.48M Buy
42,450
+1,450
+4% +$115K 1.27% 25
2025
Q4 		$2.97M Sell
41,000
-200
-0.5% -$15.2K 1.06% 31
2025
Q3 		$3.12M Hold
41,200
– – 1.12% 29
2025
Q2 		$2.84M Buy
+41,200
New +$2.77M 1.05% 32

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

Mathes Company's EVRG Position: Q1 2026 in Review

Mathes Company increased its Evergy (EVRG) stake by 3.5% in Q1 2026, buying an estimated $115K and bringing the position to 42,450 shares worth $3.48M. The position accounts for 1.27% of the portfolio, ranked #25.

Mathes Company first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Mathes Company held 42,450 shares of Evergy worth $3.48M as of Q1 2026.
  • Mathes Company bought 1,450 Evergy shares in Q1 2026, an estimated $115K.
  • Evergy made up 1.27% of Mathes Company's portfolio in Q1 2026, its #25 holding.
  • Mathes Company first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Mathes Company's 13F filing for Q1 2026, filed 8 May 2026.