NewEdge Wealth’s Evergy EVRG Stock Holding History

NewEdge Wealth’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	-2,868	Closed	-$208K	–	1175
2025 Q4	$208K	Buy	+2,868	New	+$218K	﹤0.01%	1139

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

NewEdge Wealth's EVRG Position: Q1 2026 in Review

NewEdge Wealth sold out of Evergy (EVRG) in Q1 2026, closing a stake of 2,868 shares — an estimated $208K sold.

NewEdge Wealth first reported a position in EVRG in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

NewEdge Wealth reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 2,868 Evergy shares in Q1 2026, an estimated $208K.
NewEdge Wealth first reported a position in Evergy in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Evergy position peaked at $208K in Q4 2025.
922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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