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&Partners’s Evergy EVRG Stock Holding History

&Partners’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 		$1.88M Sell
22,966
-1,152
-5% -$91K 0.01% 933
2025
Q4 		$1.75M Buy
24,118
+6,037
+33% +$458K 0.01% 930
2025
Q3 		$1.38M Buy
18,081
+1,713
+10% +$122K 0.01% 938
2025
Q2 		$1.13M Buy
16,368
+6,961
+74% +$468K 0.01% 927
2025
Q1 		$641K Buy
9,407
+2,320
+33% +$152K 0.01% 1020
2024
Q4 		$435K Buy
7,087
+3,120
+79% +$193K 0.01% 1136
2024
Q3 		$246K Buy
+3,967
New +$231K ﹤0.01% 1203

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

&Partners's EVRG Position: Q1 2026 in Review

&Partners reduced its Evergy (EVRG) stake by 4.8% in Q1 2026, selling an estimated $91K and leaving 22,966 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #933.

&Partners 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.

  • &Partners held 22,966 shares of Evergy worth $1.88M as of Q1 2026.
  • &Partners sold 1,152 Evergy shares in Q1 2026, an estimated $91K.
  • Evergy made up 0.01% of &Partners's portfolio in Q1 2026, its #933 holding.
  • &Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.