Oppenheimer & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.64M | Sell |
81,013
-66
| -0.1% | -$5.22K | 0.08% | 273 |
|
|
2025
Q4 | $5.88M | Sell |
81,079
-3,195
| -4% | -$242K | 0.08% | 266 |
|
|
2025
Q3 | $6.41M | Sell |
84,274
-2,187
| -3% | -$156K | 0.08% | 279 |
|
|
2025
Q2 | $5.96M | Sell |
86,461
-19,680
| -19% | -$1.32M | 0.08% | 274 |
|
|
2025
Q1 | $7.32M | Buy |
106,141
+13,806
| +15% | +$903K | 0.11% | 195 |
|
|
2024
Q4 | $5.68M | Sell |
92,335
-654
| -0.7% | -$40.4K | 0.08% | 256 |
|
|
2024
Q3 | $5.77M | Sell |
92,989
-167
| -0.2% | -$9.72K | 0.09% | 257 |
|
|
2024
Q2 | $4.93M | Sell |
93,156
-817
| -0.9% | -$43.5K | 0.08% | 282 |
|
|
2024
Q1 | $5.02M | Sell |
93,973
-3,548
| -4% | -$181K | 0.08% | 266 |
|
|
2023
Q4 | $5.09M | Sell |
97,521
-1,737
| -2% | -$87.4K | 0.09% | 249 |
|
|
2023
Q3 | $5.03M | Buy |
99,258
+163
| +0.2% | +$9.25K | 0.1% | 230 |
|
|
2023
Q2 | $5.79M | Buy |
99,095
+614
| +0.6% | +$37.1K | 0.12% | 206 |
|
|
2023
Q1 | $6.02M | Buy |
98,481
+1,222
| +1% | +$74.3K | 0.13% | 197 |
|
|
2022
Q4 | $6.12M | Buy |
97,259
+1,063
| +1% | +$63.8K | 0.14% | 177 |
|
|
2022
Q3 | $5.71M | Sell |
96,196
-3,648
| -4% | -$245K | 0.13% | 185 |
|
|
2022
Q2 | $6.51M | Sell |
99,844
-288
| -0.3% | -$19.5K | 0.14% | 162 |
|
|
2022
Q1 | $6.84M | Sell |
100,132
-3,289
| -3% | -$212K | 0.12% | 190 |
|
|
2021
Q4 | $7.1M | Buy |
103,421
+16,322
| +19% | +$1.06M | 0.12% | 190 |
|
|
2021
Q3 | $5.42M | Sell |
87,099
-812
| -0.9% | -$53.2K | 0.1% | 233 |
|
|
2021
Q2 | $5.31M | Buy |
87,911
+14,675
| +20% | +$918K | 0.1% | 250 |
|
|
2021
Q1 | $4.36M | Buy |
73,236
+1,634
| +2% | +$90.4K | 0.09% | 275 |
|
|
2020
Q4 | $3.97M | Sell |
71,602
-2,211
| -3% | -$121K | 0.08% | 274 |
|
|
2020
Q3 | $3.75M | Buy |
73,813
+23,940
| +48% | +$1.34M | 0.09% | 247 |
|
|
2020
Q2 | $2.96M | Sell |
49,873
-6,014
| -11% | -$356K | 0.08% | 285 |
|
|
2020
Q1 | $3.08M | Buy |
55,887
+11,086
| +25% | +$728K | 0.09% | 236 |
|
|
2019
Q4 | $2.92M | Sell |
44,801
-1,401
| -3% | -$89.3K | 0.07% | 303 |
|
|
2019
Q3 | $3.08M | Sell |
46,202
-58
| -0.1% | -$3.67K | 0.08% | 270 |
|
|
2019
Q2 | $2.78M | Sell |
46,260
-7,148
| -13% | -$418K | 0.08% | 306 |
|
|
2019
Q1 | $3.1M | Buy |
53,408
+1,156
| +2% | +$65.8K | 0.08% | 278 |
|
|
2018
Q4 | $2.97M | Buy |
52,252
+8,531
| +20% | +$492K | 0.09% | 242 |
|
|
2018
Q3 | $2.4M | Buy |
43,721
+3,367
| +8% | +$190K | 0.06% | 347 |
|
|
2018
Q2 | $2.27M | Buy |
+40,354
| New | +$2.16M | 0.06% | 363 |
|
Other funds holding EVRG
VCM
VPM
Oppenheimer & Co's EVRG Position: Q1 2026 in Review
Oppenheimer & Co reduced its Evergy (EVRG) stake by 0.08% in Q1 2026, selling an estimated $5.22K and leaving 81,013 shares worth $6.64M. The position accounts for 0.08% of the portfolio, ranked #273.
Oppenheimer & Co first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $7.32M in Q1 2025. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.
- Oppenheimer & Co held 81,013 shares of Evergy worth $6.64M as of Q1 2026.
- Oppenheimer & Co sold 66 Evergy shares in Q1 2026, an estimated $5.22K.
- Evergy made up 0.08% of Oppenheimer & Co's portfolio in Q1 2026, its #273 holding.
- Oppenheimer & Co first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- Oppenheimer & Co's Evergy position peaked at $7.32M in Q1 2025.
- 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.