Novak & Powell Financial Services’s Evergy EVRG Stock Holding History

Novak & Powell Financial Services’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	$587K	Buy	7,162 +60	+0.8%	+$4.74K	0.32%	71
2025 Q4	$515K	Buy	7,102 +65	+0.9%	+$4.93K	0.27%	82
2025 Q3	$535K	Sell	7,037 -531	-7%	-$37.8K	0.28%	79
2025 Q2	$522K	Buy	7,568 +73	+1%	+$4.91K	0.36%	66
2025 Q1	$517K	Buy	7,495 +71	+1%	+$4.65K	0.32%	75
2024 Q4	$457K	Buy	7,424 +78	+1%	+$4.82K	0.27%	82
2024 Q3	$456K	Buy	7,346 +75	+1%	+$4.36K	0.26%	88
2024 Q2	$385K	Buy	7,271 +86	+1%	+$4.58K	0.24%	89
2024 Q1	$384K	Buy	7,185 +85	+1%	+$4.34K	0.29%	78
2023 Q4	$371K	Buy	+7,100	New	+$357K	0.25%	88

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Novak & Powell Financial Services's EVRG Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Evergy (EVRG) stake by 0.84% in Q1 2026, buying an estimated $4.74K and bringing the position to 7,162 shares worth $587K. The position accounts for 0.32% of the portfolio, ranked #71.

Novak & Powell Financial Services first reported a position in EVRG in Q4 2023 and has held it in 10 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Novak & Powell Financial Services held 7,162 shares of Evergy worth $587K as of Q1 2026.
Novak & Powell Financial Services bought 60 Evergy shares in Q1 2026, an estimated $4.74K.
Evergy made up 0.32% of Novak & Powell Financial Services's portfolio in Q1 2026, its #71 holding.
Novak & Powell Financial Services first reported a position in Evergy in Q4 2023 and has held it in 10 quarters since.
918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.