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Oppenheimer Asset Management’s Evergy EVRG Stock Holding History

Oppenheimer Asset Management’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 		$16.7M Buy
203,254
+3,082
+2% +$244K 0.19% 126
2025
Q4 		$14.5M Sell
200,172
-9,135
-4% -$693K 0.18% 131
2025
Q3 		$15.9M Buy
209,307
+18,783
+10% +$1.34M 0.18% 137
2025
Q2 		$13.1M Sell
190,524
-9,821
-5% -$660K 0.15% 162
2025
Q1 		$13.8M Buy
200,345
+3,366
+2% +$220K 0.17% 142
2024
Q4 		$12.1M Buy
196,979
+2,780
+1% +$172K 0.15% 158
2024
Q3 		$12M Buy
194,199
+543
+0.3% +$31.6K 0.15% 169
2024
Q2 		$10.3M Buy
193,656
+35,400
+22% +$1.88M 0.13% 184
2024
Q1 		$8.45M Sell
158,256
-6,743
-4% -$345K 0.12% 193
2023
Q4 		$8.61M Buy
164,999
+36,767
+29% +$1.85M 0.12% 202
2023
Q3 		$6.5M Sell
128,232
-1,280
-1% -$72.7K 0.1% 238
2023
Q2 		$7.57M Sell
129,512
-11,021
-8% -$666K 0.11% 216
2023
Q1 		$8.59M Buy
140,533
+65,132
+86% +$3.96M 0.13% 186
2022
Q4 		$4.74M Buy
75,401
+724
+1% +$43.5K 0.08% 277
2022
Q3 		$4.44M Buy
74,677
+4,669
+7% +$314K 0.08% 273
2022
Q2 		$4.57M Buy
70,008
+96
+0.1% +$6.51K 0.08% 269
2022
Q1 		$4.78M Buy
69,912
+853
+1% +$55K 0.07% 304
2021
Q4 		$4.74M Buy
69,059
+1,549
+2% +$101K 0.06% 320
2021
Q3 		$4.2M Sell
67,510
-37,361
-36% -$2.45M 0.06% 338
2021
Q2 		$6.34M Buy
104,871
+1,641
+2% +$103K 0.09% 262
2021
Q1 		$6.15M Buy
103,230
+2,935
+3% +$162K 0.1% 246
2020
Q4 		$5.57M Buy
100,295
+799
+0.8% +$43.8K 0.09% 254
2020
Q3 		$5.06M Buy
+99,496
New +$5.56M 0.1% 240

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

Oppenheimer Asset Management's EVRG Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Evergy (EVRG) stake by 1.5% in Q1 2026, buying an estimated $244K and bringing the position to 203,254 shares worth $16.7M. The position accounts for 0.19% of the portfolio, ranked #126.

Oppenheimer Asset Management first reported a position in EVRG in Q3 2020 and has held it in 23 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Oppenheimer Asset Management held 203,254 shares of Evergy worth $16.7M as of Q1 2026.
  • Oppenheimer Asset Management bought 3,082 Evergy shares in Q1 2026, an estimated $244K.
  • Evergy made up 0.19% of Oppenheimer Asset Management's portfolio in Q1 2026, its #126 holding.
  • Oppenheimer Asset Management first reported a position in Evergy in Q3 2020 and has held it in 23 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.