NEI
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Northwest & Ethical Investments’s Evergy EVRG Stock Holding History

Northwest & Ethical Investments’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 		$776K Hold
9,387
– – 0.02% 340
2025
Q4 		$687K Sell
9,387
-1,022
-10% -$77.5K 0.02% 357
2025
Q3 		$781K Buy
10,409
+1,800
+21% +$128K 0.02% 359
2025
Q2 		$588K Hold
8,609
– – 0.01% 386
2025
Q1 		$593K Buy
8,609
+6,409
+291% +$419K 0.02% 374
2024
Q4 		$135K Sell
2,200
-1,100
-33% -$68K ﹤0.01% 421
2024
Q3 		$205K Buy
+3,300
New +$192K 0.01% 413
2023
Q3 		– Sell
-9,937
Closed -$581K – 389
2023
Q2 		$581K Buy
+9,937
New +$600K 0.02% 319

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

Northwest & Ethical Investments's EVRG Position: Q1 2026 in Review

Northwest & Ethical Investments held its Evergy (EVRG) position steady in Q1 2026 at 9,387 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #340.

Northwest & Ethical Investments first reported a position in EVRG in Q2 2023 and has held it in 8 quarters since. The position peaked at $781K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Northwest & Ethical Investments held 9,387 shares of Evergy worth $776K as of Q1 2026.
  • Northwest & Ethical Investments left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #340 holding.
  • Northwest & Ethical Investments first reported a position in Evergy in Q2 2023 and has held it in 8 quarters since.
  • Northwest & Ethical Investments's Evergy position peaked at $781K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.