Pathway Financial Advisers’s Evergy EVRG Stock Holding History

Pathway Financial Advisers’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	$3.59M	Buy	43,802 +342	+0.8%	+$27K	1.01%	34
2025 Q4	$3.15M	Sell	43,460 -239	-0.5%	-$18.1K	0.91%	37
2025 Q3	$3.32M	Buy	43,699 +245	+0.6%	+$17.5K	0.97%	33
2025 Q2	$3M	Sell	43,454 -136	-0.3%	-$9.14K	0.97%	33
2025 Q1	$3.01M	Buy	43,590 +722	+2%	+$47.2K	1.03%	35
2024 Q4	$2.64M	Sell	42,868 -2,496,133	-98%	-$154M	0.88%	38
2024 Q3	$40.9K	Buy	2,539,001 +2,502,493	+6,855%	+$146M	0.02%	195
2024 Q2	$1.93M	Buy	36,508 +2,529	+7%	+$135K	0.69%	47
2024 Q1	$1.81M	Buy	33,979 +12,940	+62%	+$661K	0.65%	54
2023 Q4	$1.1M	Buy	21,039 +2,435	+13%	+$123K	0.42%	74
2023 Q3	$943K	Buy	+18,604	New	+$1.06M	0.39%	76
2023 Q1	$1.07M	Buy	17,550 +1,751	+11%	+$107K	0.43%	72
2022 Q4	$994K	Buy	+15,799	New	+$949K	0.4%	75

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Pathway Financial Advisers's EVRG Position: Q1 2026 in Review

Pathway Financial Advisers increased its Evergy (EVRG) stake by 0.79% in Q1 2026, buying an estimated $27K and bringing the position to 43,802 shares worth $3.59M. The position accounts for 1.01% of the portfolio, ranked #34.

Pathway Financial Advisers first reported a position in EVRG in Q4 2022 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Pathway Financial Advisers held 43,802 shares of Evergy worth $3.59M as of Q1 2026.
Pathway Financial Advisers bought 342 Evergy shares in Q1 2026, an estimated $27K.
Evergy made up 1.01% of Pathway Financial Advisers's portfolio in Q1 2026, its #34 holding.
Pathway Financial Advisers first reported a position in Evergy in Q4 2022 and has held it in 13 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.