Meeder Advisory Services’s Evergy EVRG Stock Holding History

Meeder Advisory Services’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	$1.46M	Buy	17,823 +3,287	+23%	+$260K	0.06%	214
2025 Q4	$1.05M	Buy	14,536 +345	+2%	+$26.2K	0.05%	262
2025 Q3	$1.08M	Buy	14,191 +2,071	+17%	+$148K	0.05%	255
2025 Q2	$835K	Sell	12,120 -683	-5%	-$45.9K	0.04%	290
2025 Q1	$883K	Buy	12,803 +305	+2%	+$20K	0.05%	260
2024 Q4	$769K	Buy	12,498 +1,469	+13%	+$90.8K	0.05%	267
2024 Q3	$684K	Buy	11,029 +2,473	+29%	+$144K	0.04%	288
2024 Q2	$453K	Buy	8,556 +3,611	+73%	+$192K	0.03%	337
2024 Q1	$264K	Buy	+4,945	New	+$253K	0.03%	380
2023 Q4	–	Sell	-5,538	Closed	-$281K	–	429
2023 Q3	$281K	Buy	5,538 +187	+3%	+$10.6K	0.04%	338
2023 Q2	$313K	Buy	5,351 +435	+9%	+$26.3K	0.03%	356
2023 Q1	$300K	Buy	+4,916	New	+$299K	0.03%	360

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

Meeder Advisory Services's EVRG Position: Q1 2026 in Review

Meeder Advisory Services increased its Evergy (EVRG) stake by 23% in Q1 2026, buying an estimated $260K and bringing the position to 17,823 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #214.

Meeder Advisory Services first reported a position in EVRG in Q1 2023 and has held it in 12 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Meeder Advisory Services held 17,823 shares of Evergy worth $1.46M as of Q1 2026.
Meeder Advisory Services bought 3,287 Evergy shares in Q1 2026, an estimated $260K.
Evergy made up 0.06% of Meeder Advisory Services's portfolio in Q1 2026, its #214 holding.
Meeder Advisory Services first reported a position in Evergy in Q1 2023 and has held it in 12 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.