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EVRG icon

NewEdge Advisors’s Evergy EVRG Stock Holding History

NewEdge 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 		$2.16M Buy
26,362
+7,253
+38% +$573K 0.01% 1071
2025
Q4 		$1.39M Buy
19,109
+37
+0.2% +$2.81K 0.01% 1278
2025
Q3 		$1.45M Buy
19,072
+4,557
+31% +$325K 0.01% 1182
2025
Q2 		$1M Buy
14,515
+451
+3% +$30.3K 0.01% 1294
2025
Q1 		$970K Sell
14,064
-505
-3% -$33K 0.01% 1200
2024
Q4 		$897K Buy
14,569
+2,715
+23% +$168K 0.01% 1214
2024
Q3 		$735K Sell
11,854
-1,811
-13% -$105K ﹤0.01% 1249
2024
Q2 		$724K Buy
13,665
+4,949
+57% +$263K 0.01% 1216
2024
Q1 		$465K Buy
8,716
+2,797
+47% +$143K ﹤0.01% 1386
2023
Q4 		$299K Sell
5,919
-752
-11% -$37.8K ﹤0.01% 1548
2023
Q3 		$338K Buy
6,671
+544
+9% +$30.9K ﹤0.01% 1366
2023
Q2 		$358K Sell
6,127
-46
-0.7% -$2.78K ﹤0.01% 1379
2023
Q1 		$377K Sell
6,173
-117
-2% -$7.12K ﹤0.01% 1247
2022
Q4 		$321K Buy
6,290
+1,141
+22% +$68.5K 0.01% 977
2022
Q3 		$306K Sell
5,149
-15
-0.3% -$1.01K 0.01% 1195
2022
Q2 		$337K Buy
+5,164
New +$350K 0.01% 1160
2022
Q1 		– Sell
-4,841
Closed -$332K – 1302
2021
Q4 		$332K Buy
+4,841
New +$315K 0.01% 1271

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

NewEdge Advisors's EVRG Position: Q1 2026 in Review

NewEdge Advisors increased its Evergy (EVRG) stake by 38% in Q1 2026, buying an estimated $573K and bringing the position to 26,362 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1071.

NewEdge Advisors first reported a position in EVRG in Q4 2021 and has held it in 17 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • NewEdge Advisors held 26,362 shares of Evergy worth $2.16M as of Q1 2026.
  • NewEdge Advisors bought 7,253 Evergy shares in Q1 2026, an estimated $573K.
  • Evergy made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1071 holding.
  • NewEdge Advisors first reported a position in Evergy in Q4 2021 and has held it in 17 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.