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Meeder Asset Management’s Evergy EVRG Stock Holding History

Meeder 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
-126
Closed -$9.13K – 935
2025
Q4 		$9.13K Sell
126
-14
-10% -$1.06K ﹤0.01% 686
2025
Q3 		$10.6K Buy
+140
New +$9.98K ﹤0.01% 538
2025
Q1 		– Sell
-162
Closed -$9.97K – 950
2024
Q4 		$9.97K Buy
+162
New +$10K ﹤0.01% 698
2024
Q2 		– Sell
-785
Closed -$41.9K – 890
2024
Q1 		$41.9K Buy
+785
New +$40.1K ﹤0.01% 399
2023
Q1 		– Sell
-3,714
Closed -$234K – 689
2022
Q4 		$234K Sell
3,714
-2,142
-37% -$129K 0.02% 359
2022
Q3 		$347K Sell
5,856
-542
-8% -$36.5K 0.02% 451
2022
Q2 		$417K Buy
6,398
+752
+13% +$51K 0.02% 435
2022
Q1 		$386K Buy
+5,646
New +$364K 0.02% 473
2021
Q4 		– Sell
-143,709
Closed -$8.94M – 1543
2021
Q3 		$8.94M Buy
143,709
+134,777
+1,509% +$8.84M 0.47% 55
2021
Q2 		$540K Buy
8,932
+140
+2% +$8.76K 0.03% 472
2021
Q1 		$523K Buy
8,792
+8,402
+2,154% +$465K 0.03% 451
2020
Q4 		$22K Sell
390
-86
-18% -$4.72K ﹤0.01% 763
2020
Q3 		$24K Sell
476
-874
-65% -$48.9K ﹤0.01% 1116
2020
Q2 		$80K Sell
1,350
-70,735
-98% -$4.19M 0.01% 811
2020
Q1 		$3.97M Buy
72,085
+71,467
+11,564% +$4.7M 0.31% 73
2019
Q4 		$40K Sell
618
-12,304
-95% -$785K ﹤0.01% 1091
2019
Q3 		$860K Buy
12,922
+12,801
+10,579% +$810K 0.06% 268
2019
Q2 		$7K Buy
+121
New +$7.08K ﹤0.01% 1561
2019
Q1 		– Sell
-1,437
Closed -$82K – 1742
2018
Q4 		$82K Buy
1,437
+973
+210% +$56.2K 0.01% 686
2018
Q3 		$25K Sell
464
-9,832
-95% -$556K ﹤0.01% 969
2018
Q2 		$578K Buy
+10,296
New +$551K 0.05% 341

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

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

Meeder Asset Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 126 shares — an estimated $9.13K sold.

Meeder Asset Management first reported a position in EVRG in Q2 2018 and held it in 21 quarters. The position peaked at $8.94M in Q3 2021. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Meeder Asset Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Meeder Asset Management sold 126 Evergy shares in Q1 2026, an estimated $9.13K.
  • Meeder Asset Management first reported a position in Evergy in Q2 2018 and held it in 21 quarters.
  • Meeder Asset Management's Evergy position peaked at $8.94M in Q3 2021.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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