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Optima Capital’s Evergy EVRG Stock Holding History

Optima Capital’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 		– Sell
-1,671
Closed -$121K – 526
2025
Q4 		$121K Buy
+1,671
New +$127K 0.05% 204

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

Optima Capital's EVRG Position: Q1 2026 in Review

Optima Capital sold out of Evergy (EVRG) in Q1 2026, closing a stake of 1,671 shares — an estimated $121K sold.

Optima Capital first reported a position in EVRG in Q4 2025 and held it in 1 quarter. The position peaked at $121K in Q4 2025. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Optima Capital reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,671 Evergy shares in Q1 2026, an estimated $121K.
  • Optima Capital first reported a position in Evergy in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Evergy position peaked at $121K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.