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MUFG Securities Americas’s Evergy EVRG Stock Holding History

MUFG Securities Americas’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 		$522K Buy
6,370
+168
+3% +$13.3K 0.03% 382
2025
Q4 		$450K Sell
6,202
-4
-0.1% -$303 0.03% 414
2025
Q3 		$472K Buy
6,206
+1,107
+22% +$78.9K 0.03% 397
2025
Q2 		$351K Buy
5,099
+1,028
+25% +$69.1K 0.03% 405
2025
Q1 		$281K Buy
4,071
+676
+20% +$44.2K 0.03% 403
2024
Q4 		$209K Buy
+3,395
New +$210K 0.03% 438

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

MUFG Securities Americas's EVRG Position: Q1 2026 in Review

MUFG Securities Americas increased its Evergy (EVRG) stake by 2.7% in Q1 2026, buying an estimated $13.3K and bringing the position to 6,370 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #382.

MUFG Securities Americas first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • MUFG Securities Americas held 6,370 shares of Evergy worth $522K as of Q1 2026.
  • MUFG Securities Americas bought 168 Evergy shares in Q1 2026, an estimated $13.3K.
  • Evergy made up 0.03% of MUFG Securities Americas's portfolio in Q1 2026, its #382 holding.
  • MUFG Securities Americas first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.