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Pallas Capital Advisors’s Evergy EVRG Stock Holding History

Pallas Capital 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 		$876K Sell
10,696
-364
-3% -$28.8K 0.03% 353
2025
Q4 		$802K Buy
11,060
+13
+0.1% +$986 0.03% 411
2025
Q3 		$840K Buy
11,047
+235
+2% +$16.7K 0.03% 381
2025
Q2 		$745K Sell
10,812
-43
-0.4% -$2.89K 0.03% 394
2025
Q1 		$748K Buy
10,855
+708
+7% +$46.3K 0.03% 363
2024
Q4 		$625K Buy
10,147
+496
+5% +$30.7K 0.03% 325
2024
Q3 		$595K Buy
9,651
+1,251
+15% +$72.8K 0.03% 321
2024
Q2 		$463K Buy
+8,400
New +$447K 0.02% 323

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

Pallas Capital Advisors's EVRG Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Evergy (EVRG) stake by 3.3% in Q1 2026, selling an estimated $28.8K and leaving 10,696 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #353.

Pallas Capital Advisors first reported a position in EVRG in Q2 2024 and has held it in 8 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Pallas Capital Advisors held 10,696 shares of Evergy worth $876K as of Q1 2026.
  • Pallas Capital Advisors sold 364 Evergy shares in Q1 2026, an estimated $28.8K.
  • Evergy made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #353 holding.
  • Pallas Capital Advisors first reported a position in Evergy in Q2 2024 and has held it in 8 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.