Oak Thistle LLC’s Evergy EVRG Stock Holding History

Oak Thistle LLC’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	$3.55M	Sell	43,390 -2,800	-6%	-$221K	0.35%	85
2025 Q4	$3.35M	Buy	46,190 +37,293	+419%	+$2.83M	0.47%	20
2025 Q3	$676K	Buy	+8,897	New	+$634K	0.1%	330
2024 Q1	–	Sell	-10,421	Closed	-$544K	–	370
2023 Q4	$544K	Sell	10,421 -31,850	-75%	-$1.6M	0.16%	267
2023 Q3	$2.14M	Buy	42,271 +30,728	+266%	+$1.74M	0.63%	6
2023 Q2	$674K	Buy	11,543 +6,064	+111%	+$366K	0.36%	100
2023 Q1	$335K	Buy	+5,479	New	+$333K	0.2%	235
2022 Q3	–	Sell	-4,762	Closed	-$311K	–	152
2022 Q2	$311K	Buy	+4,762	New	+$323K	0.6%	64
2022 Q1	–	Sell	-7,752	Closed	-$531K	–	426
2021 Q4	$531K	Buy	+7,752	New	+$504K	0.41%	82

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

Oak Thistle LLC's EVRG Position: Q1 2026 in Review

Oak Thistle LLC reduced its Evergy (EVRG) stake by 6.1% in Q1 2026, selling an estimated $221K and leaving 43,390 shares worth $3.55M. The position accounts for 0.35% of the portfolio, ranked #85.

Oak Thistle LLC first reported a position in EVRG in Q4 2021 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Oak Thistle LLC held 43,390 shares of Evergy worth $3.55M as of Q1 2026.
Oak Thistle LLC sold 2,800 Evergy shares in Q1 2026, an estimated $221K.
Evergy made up 0.35% of Oak Thistle LLC's portfolio in Q1 2026, its #85 holding.
Oak Thistle LLC first reported a position in Evergy in Q4 2021 and has held it in 9 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.