MWM
EVRG icon

Modern Wealth Management’s Evergy EVRG Stock Holding History

Modern Wealth 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 		$719K Buy
8,736
+211
+2% +$16.7K 0.01% 493
2025
Q4 		$618K Buy
8,525
+599
+8% +$45.4K 0.01% 497
2025
Q3 		$603K Buy
7,926
+148
+2% +$10.5K 0.01% 472
2025
Q2 		$536K Buy
7,778
+1,676
+27% +$113K 0.01% 463
2025
Q1 		$421K Sell
6,102
-612
-9% -$40K 0.01% 454
2024
Q4 		$413K Buy
6,714
+2,042
+44% +$126K 0.02% 390
2024
Q3 		$290K Sell
4,672
-15
-0.3% -$873 0.02% 349
2024
Q2 		$248K Sell
4,687
-69
-1% -$3.67K 0.02% 344
2024
Q1 		$254K Buy
4,756
+420
+10% +$21.5K 0.02% 265
2023
Q4 		$226K Buy
+4,336
New +$218K 0.03% 172

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

Modern Wealth Management's EVRG Position: Q1 2026 in Review

Modern Wealth Management increased its Evergy (EVRG) stake by 2.5% in Q1 2026, buying an estimated $16.7K and bringing the position to 8,736 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #493.

Modern Wealth Management first reported a position in EVRG in Q4 2023 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Modern Wealth Management held 8,736 shares of Evergy worth $719K as of Q1 2026.
  • Modern Wealth Management bought 211 Evergy shares in Q1 2026, an estimated $16.7K.
  • Evergy made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #493 holding.
  • Modern Wealth Management first reported a position in Evergy in Q4 2023 and has held it in 10 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.