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Paladin Advisory Group’s Evergy EVRG Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-145
Closed -$9.13K – 336
2022
Q4 		$9.13K Hold
145
– – 0.01% 222
2022
Q3 		$8K Hold
145
– – 0.01% 225
2022
Q2 		$9K Buy
+145
New +$9.83K 0.01% 223
2022
Q1 		– Sell
-145
Closed -$9K – 348
2021
Q4 		$9K Buy
+145
New +$9.43K 0.01% 238

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

Paladin Advisory Group's EVRG Position: Q1 2026 in Review

Paladin Advisory Group held its Evergy (EVRG) position steady in Q1 2026 at 145 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #200.

Paladin Advisory Group first reported a position in EVRG in Q1 2022 and has held it in 14 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Paladin Advisory Group held 145 shares of Evergy worth $11.9K as of Q1 2026.
  • Paladin Advisory Group left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #200 holding.
  • Paladin Advisory Group first reported a position in Evergy in Q1 2022 and has held it in 14 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.