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Oxbow Advisors’s Evergy EVRG Stock Holding History

Oxbow Advisors’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 		$3.97M Buy
48,493
+602
+1% +$47.6K 0.34% 79
2025
Q4 		$3.47M Buy
47,891
+170
+0.4% +$12.9K 0.31% 89
2025
Q3 		$3.63M Buy
47,721
+655
+1% +$46.7K 0.34% 78
2025
Q2 		$3.24M Buy
47,066
+1,713
+4% +$115K 0.35% 72
2025
Q1 		$3.13M Buy
45,353
+1,004
+2% +$65.7K 0.33% 67
2024
Q4 		$2.73M Buy
44,349
+200
+0.5% +$12.4K 0.32% 69
2024
Q3 		$2.74M Buy
+44,149
New +$2.57M 0.27% 68

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

Oxbow Advisors's EVRG Position: Q1 2026 in Review

Oxbow Advisors increased its Evergy (EVRG) stake by 1.3% in Q1 2026, buying an estimated $47.6K and bringing the position to 48,493 shares worth $3.97M. The position accounts for 0.34% of the portfolio, ranked #79.

Oxbow Advisors first reported a position in EVRG in Q3 2024 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Oxbow Advisors held 48,493 shares of Evergy worth $3.97M as of Q1 2026.
  • Oxbow Advisors bought 602 Evergy shares in Q1 2026, an estimated $47.6K.
  • Evergy made up 0.34% of Oxbow Advisors's portfolio in Q1 2026, its #79 holding.
  • Oxbow Advisors first reported a position in Evergy in Q3 2024 and has held it in 7 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.