Mercer Global Advisors
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Mercer Global Advisors’s Evergy EVRG Stock Holding History

Mercer Global Advisors’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 		$24.8M Buy
302,333
+9,705
+3% +$767K 0.04% 278
2025
Q4 		$21.2M Buy
292,628
+6,675
+2% +$506K 0.03% 323
2025
Q3 		$21.7M Buy
285,953
+54,449
+24% +$3.88M 0.04% 296
2025
Q2 		$16M Buy
231,504
+110,579
+91% +$7.43M 0.03% 295
2025
Q1 		$8.34M Buy
120,925
+67,321
+126% +$4.41M 0.02% 401
2024
Q4 		$3.3M Sell
53,604
-2,895
-5% -$179K 0.01% 662
2024
Q3 		$3.48M Buy
56,499
+9,256
+20% +$539K 0.01% 593
2024
Q2 		$2.5M Buy
47,243
+3,324
+8% +$177K 0.01% 661
2024
Q1 		$2.34M Sell
43,919
-669
-2% -$34.2K 0.01% 682
2023
Q4 		$2.33M Sell
44,588
-1,377
-3% -$69.3K 0.01% 694
2023
Q3 		$2.33M Sell
45,965
-1,317
-3% -$74.8K 0.01% 658
2023
Q2 		$2.76M Buy
47,282
+3,315
+8% +$200K 0.01% 620
2023
Q1 		$2.69M Sell
43,967
-16,433
-27% -$1,000K 0.01% 607
2022
Q4 		$3.8M Buy
60,400
+619
+1% +$37.2K 0.02% 505
2022
Q3 		$3.55M Buy
59,781
+5,680
+10% +$382K 0.02% 475
2022
Q2 		$3.53M Buy
54,101
+7,075
+15% +$480K 0.02% 466
2022
Q1 		$3.21M Buy
47,026
+6,867
+17% +$443K 0.02% 511
2021
Q4 		$2.75M Buy
40,159
+7,114
+22% +$463K 0.02% 526
2021
Q3 		$2.06M Buy
33,045
+27,787
+528% +$1.82M 0.01% 601
2021
Q2 		$318K Buy
5,258
+917
+21% +$57.4K ﹤0.01% 1360
2021
Q1 		$258K Sell
4,341
-5,988
-58% -$331K ﹤0.01% 1382
2020
Q4 		$573K Buy
10,329
+2,268
+28% +$124K 0.01% 810
2020
Q3 		$410K Sell
8,061
-3,581
-31% -$200K 0.01% 850
2020
Q2 		$690K Buy
11,642
+1,102
+10% +$65.3K 0.01% 577
2020
Q1 		$580K Sell
10,540
-6,416
-38% -$422K 0.01% 623
2019
Q4 		$1.1M Sell
16,956
-2,837
-14% -$181K 0.02% 497
2019
Q3 		$1.32M Buy
19,793
+1,959
+11% +$124K 0.03% 405
2019
Q2 		$1.07M Buy
17,834
+680
+4% +$39.8K 0.03% 442
2019
Q1 		$996K Buy
+17,154
New +$976K 0.04% 415

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

Mercer Global Advisors's EVRG Position: Q1 2026 in Review

Mercer Global Advisors increased its Evergy (EVRG) stake by 3.3% in Q1 2026, buying an estimated $767K and bringing the position to 302,333 shares worth $24.8M. The position accounts for 0.04% of the portfolio, ranked #278.

Mercer Global Advisors first reported a position in EVRG in Q1 2019 and has held it in 29 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Mercer Global Advisors held 302,333 shares of Evergy worth $24.8M as of Q1 2026.
  • Mercer Global Advisors bought 9,705 Evergy shares in Q1 2026, an estimated $767K.
  • Evergy made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #278 holding.
  • Mercer Global Advisors first reported a position in Evergy in Q1 2019 and has held it in 29 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.